MSTLX Mutual Fund

MSTLX Mutual Fund

NAV$9.13
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Returns Overview

1 Month
-0.65%
3 Months
-0.10%
6 Months
+0.56%
YTD
+0.88%
1 Year
+1.67%
3 Years (annualized)
+5.82%
5 Years (annualized)
+1.79%
10 Years (annualized)
+2.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSTLX 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
Bloomberg Barclays 1-3 Year Government Bond Index(^BBYGGBI)
This Mutual Fund (YTD)
+0.88%
Peer Avg (YTD)
+0.50%
vs Peers
+0.38%

MSTLX Mutual Fund Performance

MSTLX performance across multiple time periods: 1-month -0.65%, YTD 0.88%, 1-year 1.67%, 3-year 5.82%, 5-year 1.79%, 10-year 2.16%.

MSTLX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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