MSTQX Mutual Fund

MSTQX Mutual Fund

NAV$13.06
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Returns Overview

1 Month
+2.30%
3 Months
+4.29%
6 Months
+5.57%
YTD
+7.42%
1 Year
+13.74%
3 Years (annualized)
+14.77%
5 Years (annualized)
+9.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSTQX 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 US Market Index(^MSTAR)
This Mutual Fund (YTD)
+7.42%
Peer Avg (YTD)
+9.41%
vs Peers
-2.00%

MSTQX Mutual Fund Performance

MSTQX performance across multiple time periods: 1-month 2.30%, YTD 7.42%, 1-year 13.74%, 3-year 14.77%, 5-year 9.90%.

MSTQX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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