MSTVX Mutual Fund

MSTVX Mutual Fund

NAV$10.89
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Returns Overview

1 Month
+1.30%
3 Months
+0.55%
6 Months
+1.78%
YTD
+2.54%
1 Year
+4.08%
3 Years (annualized)
+6.57%
5 Years (annualized)
+4.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSTVX 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
Morningstar US Cash T-bill Total Return USD(^MSUCTRSBTR)
This Mutual Fund (YTD)
+2.54%
Peer Avg (YTD)
+5.49%
vs Peers
-2.94%

MSTVX Mutual Fund Performance

MSTVX performance across multiple time periods: 1-month 1.30%, YTD 2.54%, 1-year 4.08%, 3-year 6.57%, 5-year 4.00%.

MSTVX returns trail the peer average of 5.49% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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