STPAX Mutual Fund

NAV$22.09

Returns Overview

1 Month
+8.83%
3 Months
+17.77%
6 Months
+11.12%
YTD
+11.06%
1 Year
+28.94%
3 Years
+18.86%
5 Years
+8.76%
10 Years
+14.73%

Risk Metrics (1-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
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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
Lipper Science & Technology Funds Index(^LSTFI)
This Mutual Fund (YTD)
+11.06%
Peer Avg (YTD)
+14.18%
vs Peers
-3.13%

STPAX Mutual Fund Performance

STPAX performance across multiple time periods: 1-month 8.83%, YTD 11.06%, 1-year 28.94%, 3-year 18.86%, 5-year 8.76%, 10-year 14.73%.

STPAX returns trail the peer average of 14.18% 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.