STSIX Mutual Fund

NAV$17.16

Returns Overview

1 Month
-3.38%
3 Months
+4.38%
6 Months
+5.67%
YTD
+10.21%
1 Year
+28.53%
3 Years (annualized)
+17.41%
5 Years (annualized)
+6.14%
10 Years (annualized)
+12.86%

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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+10.21%
Peer Avg (YTD)
+9.51%
vs Peers
+0.70%

STSIX Mutual Fund Performance

STSIX performance across multiple time periods: 1-month -3.38%, YTD 10.21%, 1-year 28.53%, 3-year 17.41%, 5-year 6.14%, 10-year 12.86%.

STSIX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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