STSIX Mutual Fund

STSIX Mutual Fund

NAV$17.39
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Returns Overview

1 Month
-2.43%
3 Months
-4.63%
6 Months
+15.42%
YTD
+11.05%
1 Year
+12.53%
3 Years (annualized)
+16.60%
5 Years (annualized)
+5.09%
10 Years (annualized)
+12.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STSIX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+11.05%
Peer Avg (YTD)
+9.91%
vs Peers
+1.14%

STSIX Mutual Fund Performance

STSIX performance across multiple time periods: 1-month -2.43%, YTD 11.05%, 1-year 12.53%, 3-year 16.60%, 5-year 5.09%, 10-year 12.03%.

STSIX returns outperform the peer average of 9.91% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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