STMGX Mutual Fund

NAV$28.80

Returns Overview

1 Month
+3.82%
3 Months
+17.79%
6 Months
+13.64%
YTD
+12.50%
1 Year
+16.78%
3 Years (annualized)
+15.94%
5 Years (annualized)
+6.41%
10 Years (annualized)
+14.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STMGX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+12.50%
Peer Avg (YTD)
+10.82%
vs Peers
+1.68%

STMGX Mutual Fund Performance

STMGX performance across multiple time periods: 1-month 3.82%, YTD 12.50%, 1-year 16.78%, 3-year 15.94%, 5-year 6.41%, 10-year 14.12%.

STMGX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

STMGX performance comparison shows side-by-side returns with another fund. STMGX alternatives are available in the Mutual Fund Screener.