MSTGX Mutual Fund

MSTGX Mutual Fund

NAV$10.51
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Returns Overview

1 Month
-0.40%
3 Months
+2.44%
6 Months
+6.43%
YTD
+6.01%
1 Year
+11.07%
3 Years (annualized)
+10.52%
5 Years (annualized)
+4.70%

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)
+6.01%
Peer Avg (YTD)
+5.93%
vs Peers
+0.08%

MSTGX Mutual Fund Performance

MSTGX performance across multiple time periods: 1-month -0.40%, YTD 6.01%, 1-year 11.07%, 3-year 10.52%, 5-year 4.70%.

MSTGX returns outperform the peer average of 5.93% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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