STSIX Mutual Fund

STSIX Mutual Fund

NAV$17.46
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Returns Overview

1 Month
-5.85%
3 Months
+1.61%
6 Months
+7.36%
YTD
+11.42%
1 Year
+18.77%
3 Years (annualized)
+14.69%
5 Years (annualized)
+4.87%
10 Years (annualized)
+11.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STSIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+11.42%
Peer Avg (YTD)
+9.41%
vs Peers
+2.01%

STSIX Mutual Fund Performance

STSIX performance across multiple time periods: 1-month -5.85%, YTD 11.42%, 1-year 18.77%, 3-year 14.69%, 5-year 4.87%, 10-year 11.76%.

STSIX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

STSIX vs another fund shows side-by-side returns. STSIX alternatives are available in the Mutual Fund Screener.