STMHX Mutual Fund

STMHX Mutual Fund

NAV$23.66
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Returns Overview

1 Month
+1.84%
3 Months
-0.17%
6 Months
-0.64%
YTD
-0.05%
1 Year
-0.16%
3 Years (annualized)
+1.88%
5 Years (annualized)
-0.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STMHX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.05%
Peer Avg (YTD)
+0.07%
vs Peers
-0.11%

STMHX Mutual Fund Performance

STMHX performance across multiple time periods: 1-month 1.84%, YTD -0.05%, 1-year -0.16%, 3-year 1.88%, 5-year -0.28%.

STMHX returns trail the peer average of 0.07% YTD. With an expense ratio of 2.56%, investors should weigh costs against performance when evaluating this mutual fund.

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