STMKX Mutual Fund

STMKX Mutual Fund

NAV$23.83
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Returns Overview

1 Month
+1.91%
3 Months
+0.02%
6 Months
-0.26%
YTD
+0.57%
1 Year
+0.62%
3 Years (annualized)
+2.65%
5 Years (annualized)
+0.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STMKX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.57%
Peer Avg (YTD)
+0.07%
vs Peers
+0.51%

STMKX Mutual Fund Performance

STMKX performance across multiple time periods: 1-month 1.91%, YTD 0.57%, 1-year 0.62%, 3-year 2.65%, 5-year 0.47%.

STMKX returns outperform the peer average of 0.07% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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