STPAX Mutual Fund

NAV$19.34

Returns Overview

1 Month
-1.02%
3 Months
-2.56%
6 Months
+3.52%
YTD
-0.58%
1 Year
+10.41%
3 Years
+18.90%
5 Years
+8.05%
10 Years
+14.49%

Risk Metrics (5-Year)

No risk data available for this ETF

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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Lipper Science & Technology Funds Index(^LSTFI)
This Mutual Fund (YTD)
-0.58%
Peer Avg (YTD)
-0.14%
vs Peers
-0.45%

STPAX Mutual Fund Performance

STPAX performance across multiple time periods: 1-month -1.02%, YTD -0.58%, 1-year 10.41%, 3-year 18.90%, 5-year 8.05%, 10-year 14.49%.

STPAX returns trail the peer average of -0.14% YTD. With an expense ratio of 2.82%, investors should weigh costs against performance when evaluating this mutual fund.

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