STSIX Mutual Fund

STSIX Mutual Fund

NAV$17.57
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Returns Overview

1 Month
+1.33%
3 Months
+2.64%
6 Months
+4.29%
YTD
+12.52%
1 Year
+11.69%
3 Years (annualized)
+20.58%
5 Years (annualized)
+4.05%
10 Years (annualized)
+12.33%

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)
+12.52%
Peer Avg (YTD)
+9.28%
vs Peers
+3.25%

STSIX Mutual Fund Performance

STSIX performance across multiple time periods: 1-month 1.33%, YTD 12.52%, 1-year 11.69%, 3-year 20.58%, 5-year 4.05%, 10-year 12.33%.

STSIX returns outperform the peer average of 9.28% 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.