MSTGX Mutual Fund

MSTGX Mutual Fund

NAV$10.32
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Returns Overview

1 Month
+2.07%
3 Months
-0.16%
6 Months
+1.46%
YTD
+7.15%
1 Year
+9.81%
3 Years (annualized)
+12.57%
5 Years (annualized)
+4.99%

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)
+7.15%
Peer Avg (YTD)
+5.74%
vs Peers
+1.41%

MSTGX Mutual Fund Performance

MSTGX performance across multiple time periods: 1-month 2.07%, YTD 7.15%, 1-year 9.81%, 3-year 12.57%, 5-year 4.99%.

MSTGX returns outperform the peer average of 5.74% 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.