MSTIX Mutual Fund

MSTIX Mutual Fund

NAV$9.29
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Returns Overview

1 Month
-0.37%
3 Months
+0.26%
6 Months
-0.22%
YTD
+0.10%
1 Year
+2.83%
3 Years (annualized)
+3.03%
5 Years (annualized)
+1.25%
10 Years (annualized)
+1.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSTIX 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
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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%

MSTIX Mutual Fund Performance

MSTIX performance across multiple time periods: 1-month -0.37%, YTD 0.10%, 1-year 2.83%, 3-year 3.03%, 5-year 1.25%, 10-year 1.45%.

MSTIX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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