MSTZX Mutual Fund

MSTZX Mutual Fund

NAV$9.25
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Returns Overview

1 Month
+0.13%
3 Months
+0.41%
6 Months
+0.70%
YTD
+1.38%
1 Year
+3.89%
3 Years (annualized)
+6.20%
5 Years (annualized)
+2.14%
10 Years (annualized)
+2.48%

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)
+1.38%
Peer Avg (YTD)
+0.12%
vs Peers
+1.26%

MSTZX Mutual Fund Performance

MSTZX performance across multiple time periods: 1-month 0.13%, YTD 1.38%, 1-year 3.89%, 3-year 6.20%, 5-year 2.14%, 10-year 2.48%.

MSTZX returns outperform the peer average of 0.12% 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.