MTSPX Mutual Fund

NAV$9.25

Returns Overview

1 Month
+0.80%
3 Months
+2.15%
6 Months
+1.44%
YTD
+1.44%
1 Year
+5.50%
3 Years (annualized)
+2.78%
5 Years (annualized)
-0.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTSPX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.44%
Peer Avg (YTD)
+1.79%
vs Peers
-0.35%

MTSPX Mutual Fund Performance

MTSPX performance across multiple time periods: 1-month 0.80%, YTD 1.44%, 1-year 5.50%, 3-year 2.78%, 5-year -0.34%.

MTSPX returns trail the peer average of 1.79% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

MTSPX performance comparison shows side-by-side returns with another fund. MTSPX alternatives are available in the Mutual Fund Screener.