MSTEX Mutual Fund

MSTEX Mutual Fund

NAV$9.29
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Returns Overview

1 Month
-0.48%
3 Months
+0.15%
6 Months
-0.33%
YTD
+0.10%
1 Year
+2.73%
3 Years (annualized)
+3.00%
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)
+0.10%
Peer Avg (YTD)
+0.23%
vs Peers
-0.13%

MSTEX Mutual Fund Performance

MSTEX performance across multiple time periods: 1-month -0.48%, YTD 0.10%, 1-year 2.73%, 3-year 3.00%, 5-year 1.69%, 10-year 1.67%.

MSTEX returns trail the peer average of 0.23% 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.