STPAX Mutual Fund

STPAX Mutual Fund

NAV$23.25
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Returns Overview

1 Month
+0.71%
3 Months
+1.07%
6 Months
+22.51%
YTD
+10.28%
1 Year
+11.88%
3 Years (annualized)
+17.74%
5 Years (annualized)
+8.06%
10 Years (annualized)
+15.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STPAX 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
Lipper Science & Technology Funds Index(^LSTFI)
This Mutual Fund (YTD)
+10.28%
Peer Avg (YTD)
+16.41%
vs Peers
-6.13%

STPAX Mutual Fund Performance

STPAX performance across multiple time periods: 1-month 0.71%, YTD 10.28%, 1-year 11.88%, 3-year 17.74%, 5-year 8.06%, 10-year 15.18%.

STPAX returns trail the peer average of 16.41% YTD. With an expense ratio of 2.82%, investors should weigh costs against performance when evaluating this mutual fund.

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