STSOX Mutual Fund

NAV$35.30

Returns Overview

1 Month
+0.09%
3 Months
+6.68%
6 Months
+13.80%
YTD
+20.64%
1 Year
+36.90%
3 Years (annualized)
+18.50%
5 Years (annualized)
+10.44%
10 Years (annualized)
+10.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STSOX 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
Bloomberg US 3000 Index
This Mutual Fund (YTD)
+20.64%
Peer Avg (YTD)
+18.52%
vs Peers
+2.12%

STSOX Mutual Fund Performance

STSOX performance across multiple time periods: 1-month 0.09%, YTD 20.64%, 1-year 36.90%, 3-year 18.50%, 5-year 10.44%, 10-year 10.91%.

STSOX returns outperform the peer average of 18.52% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

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