MSTGX Mutual Fund

MSTGX Mutual Fund

NAV$10.53
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Returns Overview

1 Month
+1.24%
3 Months
+1.62%
6 Months
+3.76%
YTD
+7.33%
1 Year
+12.35%
3 Years (annualized)
+10.36%
5 Years (annualized)
+5.10%

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
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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
Morningstar Global Markets NR Index(MSGMNRI)
This Mutual Fund (YTD)
+7.33%
Peer Avg (YTD)
+5.79%
vs Peers
+1.53%

MSTGX Mutual Fund Performance

MSTGX performance across multiple time periods: 1-month 1.24%, YTD 7.33%, 1-year 12.35%, 3-year 10.36%, 5-year 5.10%.

MSTGX returns outperform the peer average of 5.79% YTD. With an expense ratio of 0.74%, 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.