STMZX Mutual Fund

STMZX Mutual Fund

NAV$12.23
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Returns Overview

1 Month
+2.45%
3 Months
+5.38%
6 Months
+19.35%
YTD
+14.30%
1 Year
+22.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STMZX 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
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📉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

This Mutual Fund (YTD)
+14.30%
Peer Avg (YTD)
+5.40%
vs Peers
+8.90%

STMZX Mutual Fund Performance

STMZX performance across multiple time periods: 1-month 2.45%, YTD 14.30%, 1-year 22.63%.

STMZX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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