MSTGX Mutual Fund

MSTGX Mutual Fund

NAV$10.13
See how much of MSTGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.83%
3 Months
+1.68%
6 Months
+0.87%
YTD
+8.22%
1 Year
+11.12%
3 Years (annualized)
+11.19%
5 Years (annualized)
+4.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSTGX 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
Morningstar Global Markets NR Index(MSGMNRI)
This Mutual Fund (YTD)
+8.22%
Peer Avg (YTD)
+6.69%
vs Peers
+1.52%

MSTGX Mutual Fund Performance

MSTGX performance across multiple time periods: 1-month 0.83%, YTD 8.22%, 1-year 11.12%, 3-year 11.19%, 5-year 4.90%.

MSTGX returns outperform the peer average of 6.69% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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