MSTMX Mutual Fund

MSTMX Mutual Fund

NAV$9.26
See how much of MSTMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.53%
3 Months
+0.58%
6 Months
+0.67%
YTD
+1.90%
1 Year
+7.11%
3 Years (annualized)
+7.58%
5 Years (annualized)
+2.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSTMX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.90%
Peer Avg (YTD)
+0.12%
vs Peers
+1.78%

MSTMX Mutual Fund Performance

MSTMX performance across multiple time periods: 1-month -0.53%, YTD 1.90%, 1-year 7.11%, 3-year 7.58%, 5-year 2.36%.

MSTMX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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