STMOX Mutual Fund

STMOX Mutual Fund

NAV$35.54
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Returns Overview

1 Month
-5.23%
3 Months
-5.49%
6 Months
+4.10%
YTD
+6.27%
1 Year
+4.77%
3 Years (annualized)
+7.24%
5 Years (annualized)
+0.16%
10 Years (annualized)
+4.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STMOX 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)
+6.27%
Peer Avg (YTD)
+4.73%
vs Peers
+1.54%

STMOX Mutual Fund Performance

STMOX performance across multiple time periods: 1-month -5.23%, YTD 6.27%, 1-year 4.77%, 3-year 7.24%, 5-year 0.16%, 10-year 4.43%.

STMOX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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