MSTAX Mutual Fund

MSTAX Mutual Fund

NAV$9.13
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Returns Overview

1 Month
-1.91%
3 Months
-1.95%
6 Months
-1.26%
YTD
-1.55%
1 Year
-1.14%
3 Years (annualized)
+2.94%
5 Years (annualized)
+1.11%
10 Years (annualized)
+1.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSTAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal 1-3 Year Index(^BBMU3Y)
This Mutual Fund (YTD)
-1.55%
Peer Avg (YTD)
-3.84%
vs Peers
+2.29%

MSTAX Mutual Fund Performance

MSTAX performance across multiple time periods: 1-month -1.91%, YTD -1.55%, 1-year -1.14%, 3-year 2.94%, 5-year 1.11%, 10-year 1.22%.

MSTAX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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