MSTRX Mutual Fund

MSTRX Mutual Fund

NAV$8.55
See how much of MSTRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.78%
3 Months
-0.59%
6 Months
-1.31%
YTD
-1.23%
1 Year
-1.05%
3 Years (annualized)
+5.00%
5 Years (annualized)
-1.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSTRX 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)
-1.23%
Peer Avg (YTD)
+1.93%
vs Peers
-3.16%

MSTRX Mutual Fund Performance

MSTRX performance across multiple time periods: 1-month 1.78%, YTD -1.23%, 1-year -1.05%, 3-year 5.00%, 5-year -1.00%.

MSTRX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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