STMGX Mutual Fund

STMGX Mutual Fund

NAV$28.84
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Returns Overview

1 Month
-1.46%
3 Months
-2.24%
6 Months
+15.15%
YTD
+9.98%
1 Year
+9.47%
3 Years (annualized)
+15.87%
5 Years (annualized)
+5.42%
10 Years (annualized)
+13.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STMGX 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)
+9.98%
Peer Avg (YTD)
+6.72%
vs Peers
+3.26%

STMGX Mutual Fund Performance

STMGX performance across multiple time periods: 1-month -1.46%, YTD 9.98%, 1-year 9.47%, 3-year 15.87%, 5-year 5.42%, 10-year 13.35%.

STMGX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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