MSTBX Mutual Fund

MSTBX Mutual Fund

NAV$9.61
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Returns Overview

1 Month
-0.98%
3 Months
-0.73%
6 Months
-0.66%
YTD
-0.31%
1 Year
+0.75%
3 Years (annualized)
+5.10%
5 Years (annualized)
+2.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSTBX 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 1-3 Year US Aggregate Index(^BB3YUSAI)
This Mutual Fund (YTD)
-0.31%
Peer Avg (YTD)
+0.50%
vs Peers
-0.81%

MSTBX Mutual Fund Performance

MSTBX performance across multiple time periods: 1-month -0.98%, YTD -0.31%, 1-year 0.75%, 3-year 5.10%, 5-year 2.64%.

MSTBX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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