MSTAX Mutual Fund

MSTAX Mutual Fund

NAV$9.23
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Returns Overview

1 Month
+1.65%
3 Months
+0.07%
6 Months
+0.02%
YTD
+0.08%
1 Year
+0.44%
3 Years (annualized)
+2.71%
5 Years (annualized)
+0.80%
10 Years (annualized)
+0.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSTAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal 1-3 Year Index(^BBMU3Y)
This Mutual Fund (YTD)
+0.08%
Peer Avg (YTD)
-0.87%
vs Peers
+0.94%

MSTAX Mutual Fund Performance

MSTAX performance across multiple time periods: 1-month 1.65%, YTD 0.08%, 1-year 0.44%, 3-year 2.71%, 5-year 0.80%, 10-year 0.99%.

MSTAX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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