MSTBX Mutual Fund

MSTBX Mutual Fund

NAV$9.60
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Returns Overview

1 Month
+0.17%
3 Months
+0.20%
6 Months
-0.42%
YTD
+0.68%
1 Year
+2.16%
3 Years (annualized)
+5.10%
5 Years (annualized)
+2.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSTBX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Aggregate Index(^BB3YUSAI)
This Mutual Fund (YTD)
+0.68%
Peer Avg (YTD)
+2.15%
vs Peers
-1.48%

MSTBX Mutual Fund Performance

MSTBX performance across multiple time periods: 1-month 0.17%, YTD 0.68%, 1-year 2.16%, 3-year 5.10%, 5-year 2.64%.

MSTBX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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