MSTSX Mutual Fund

MSTSX Mutual Fund

NAV$12.31
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Returns Overview

1 Month
+4.29%
3 Months
+5.38%
6 Months
+7.90%
YTD
+10.05%
1 Year
+17.44%
3 Years (annualized)
+13.46%
5 Years (annualized)
+9.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSTSX 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
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📉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 Global Markets NR Index(MSGMNRI)
This Mutual Fund (YTD)
+10.05%
Peer Avg (YTD)
+5.79%
vs Peers
+4.26%

MSTSX Mutual Fund Performance

MSTSX performance across multiple time periods: 1-month 4.29%, YTD 10.05%, 1-year 17.44%, 3-year 13.46%, 5-year 9.33%.

MSTSX returns outperform the peer average of 5.79% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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