MSTEX Mutual Fund

MSTEX Mutual Fund

NAV$9.09
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Returns Overview

1 Month
+0.38%
3 Months
+0.27%
6 Months
-0.26%
YTD
+0.48%
1 Year
+2.39%
3 Years (annualized)
+3.19%
5 Years (annualized)
+1.69%
10 Years (annualized)
+1.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSTEX 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)
+0.48%
Peer Avg (YTD)
+0.15%
vs Peers
+0.33%

MSTEX Mutual Fund Performance

MSTEX performance across multiple time periods: 1-month 0.38%, YTD 0.48%, 1-year 2.39%, 3-year 3.19%, 5-year 1.69%, 10-year 1.67%.

MSTEX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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