MSTZX Mutual Fund

MSTZX Mutual Fund

NAV$9.16
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Returns Overview

1 Month
+0.47%
3 Months
+0.76%
6 Months
+0.95%
YTD
+1.86%
1 Year
+3.46%
3 Years (annualized)
+6.21%
5 Years (annualized)
+2.20%
10 Years (annualized)
+2.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSTZX 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 Barclays 1-3 Year Government Bond Index(^BBYGGBI)
This Mutual Fund (YTD)
+1.86%
Peer Avg (YTD)
+2.15%
vs Peers
-0.30%

MSTZX Mutual Fund Performance

MSTZX performance across multiple time periods: 1-month 0.47%, YTD 1.86%, 1-year 3.46%, 3-year 6.21%, 5-year 2.20%, 10-year 2.52%.

MSTZX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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