STSOX Mutual Fund

STSOX Mutual Fund

NAV$36.35
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Returns Overview

1 Month
-2.95%
3 Months
+4.12%
6 Months
+13.55%
YTD
+20.66%
1 Year
+28.16%
3 Years (annualized)
+15.77%
5 Years (annualized)
+9.85%
10 Years (annualized)
+10.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STSOX 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
Bloomberg US 3000 Index
This Mutual Fund (YTD)
+20.66%
Peer Avg (YTD)
+15.31%
vs Peers
+5.35%

STSOX Mutual Fund Performance

STSOX performance across multiple time periods: 1-month -2.95%, YTD 20.66%, 1-year 28.16%, 3-year 15.77%, 5-year 9.85%, 10-year 10.02%.

STSOX returns outperform the peer average of 15.31% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

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