MSTQX Mutual Fund

NAV$13.35

Returns Overview

1 Month
-0.47%
3 Months
+9.47%
6 Months
+5.44%
YTD
+5.00%
1 Year
+12.59%
3 Years (annualized)
+14.73%
5 Years (annualized)
+9.29%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar US Market Index(^MSTAR)
This Mutual Fund (YTD)
+5.00%
Peer Avg (YTD)
+9.51%
vs Peers
-4.51%

MSTQX Mutual Fund Performance

MSTQX performance across multiple time periods: 1-month -0.47%, YTD 5.00%, 1-year 12.59%, 3-year 14.73%, 5-year 9.29%.

MSTQX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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