STMCX Mutual Fund

STMCX Mutual Fund

NAV$10.04
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Returns Overview

1 Month
-2.27%
3 Months
-2.60%
6 Months
-1.90%
YTD
-1.90%
1 Year
-1.59%
3 Years (annualized)
+2.29%
5 Years (annualized)
+0.13%
10 Years (annualized)
+0.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STMCX 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
PROUpgrade to run
🏦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 1-5 YEAR BLEND (1-6) MUNICIPAL BOND INDEX
This Mutual Fund (YTD)
-1.90%
Peer Avg (YTD)
-3.82%
vs Peers
+1.93%

STMCX Mutual Fund Performance

STMCX performance across multiple time periods: 1-month -2.27%, YTD -1.90%, 1-year -1.59%, 3-year 2.29%, 5-year 0.13%, 10-year 0.53%.

STMCX returns outperform the peer average of -3.82% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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