MSTPX Mutual Fund

MSTPX Mutual Fund

NAV$9.80
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Returns Overview

1 Month
+2.75%
3 Months
-0.76%
6 Months
-1.01%
YTD
+0.02%
1 Year
+0.44%
3 Years (annualized)
+4.29%
5 Years (annualized)
+0.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSTPX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.02%
Peer Avg (YTD)
-0.87%
vs Peers
+0.88%

MSTPX Mutual Fund Performance

MSTPX performance across multiple time periods: 1-month 2.75%, YTD 0.02%, 1-year 0.44%, 3-year 4.29%, 5-year 0.91%.

MSTPX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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