STSVX Mutual Fund

STSVX Mutual Fund

NAV$16.68
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Returns Overview

1 Month
-3.40%
3 Months
+3.59%
6 Months
+12.92%
YTD
+19.30%
1 Year
+26.12%
3 Years (annualized)
+9.84%
5 Years (annualized)
+5.88%
10 Years (annualized)
+8.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STSVX 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 Value Index(^RUJ)
This Mutual Fund (YTD)
+19.30%
Peer Avg (YTD)
+15.31%
vs Peers
+3.99%

STSVX Mutual Fund Performance

STSVX performance across multiple time periods: 1-month -3.40%, YTD 19.30%, 1-year 26.12%, 3-year 9.84%, 5-year 5.88%, 10-year 8.65%.

STSVX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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