STMSX Mutual Fund

STMSX Mutual Fund

NAV$26.93
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Returns Overview

1 Month
-3.93%
3 Months
-5.98%
6 Months
+10.46%
YTD
+9.68%
1 Year
+11.95%
3 Years (annualized)
+13.81%
5 Years (annualized)
+6.17%
10 Years (annualized)
+8.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STMSX 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 2500 Index(^R25I)
This Mutual Fund (YTD)
+9.68%
Peer Avg (YTD)
+6.73%
vs Peers
+2.95%

STMSX Mutual Fund Performance

STMSX performance across multiple time periods: 1-month -3.93%, YTD 9.68%, 1-year 11.95%, 3-year 13.81%, 5-year 6.17%, 10-year 8.86%.

STMSX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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