MSTRX Mutual Fund

MSTRX Mutual Fund

NAV$8.75
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Returns Overview

1 Month
-1.34%
3 Months
-0.72%
6 Months
-1.07%
YTD
-0.64%
1 Year
+2.37%
3 Years (annualized)
+3.39%
5 Years (annualized)
-1.09%

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
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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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.64%
Peer Avg (YTD)
+0.12%
vs Peers
-0.76%

MSTRX Mutual Fund Performance

MSTRX performance across multiple time periods: 1-month -1.34%, YTD -0.64%, 1-year 2.37%, 3-year 3.39%, 5-year -1.09%.

MSTRX returns trail the peer average of 0.12% 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.