STMNX Mutual Fund

STMNX Mutual Fund

NAV$23.48
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Returns Overview

1 Month
-1.55%
3 Months
-3.75%
6 Months
-1.20%
YTD
-1.43%
1 Year
-0.47%
3 Years (annualized)
+1.80%
5 Years (annualized)
-0.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STMNX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-1.43%
Peer Avg (YTD)
-3.84%
vs Peers
+2.41%

STMNX Mutual Fund Performance

STMNX performance across multiple time periods: 1-month -1.55%, YTD -1.43%, 1-year -0.47%, 3-year 1.80%, 5-year -0.01%.

STMNX returns outperform the peer average of -3.84% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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