STMDX Mutual Fund

STMDX Mutual Fund

NAV$36.19
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Returns Overview

1 Month
-5.17%
3 Months
-5.27%
6 Months
+4.60%
YTD
+7.01%
1 Year
+5.80%
3 Years (annualized)
+7.60%
5 Years (annualized)
+0.76%
10 Years (annualized)
+5.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STMDX 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)
+7.01%
Peer Avg (YTD)
+4.73%
vs Peers
+2.28%

STMDX Mutual Fund Performance

STMDX performance across multiple time periods: 1-month -5.17%, YTD 7.01%, 1-year 5.80%, 3-year 7.60%, 5-year 0.76%, 10-year 5.19%.

STMDX returns outperform the peer average of 4.73% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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