MSTEX Mutual Fund

MSTEX Mutual Fund

NAV$9.12
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Returns Overview

1 Month
-1.78%
3 Months
-1.88%
6 Months
-1.04%
YTD
-1.31%
1 Year
-0.85%
3 Years (annualized)
+3.19%
5 Years (annualized)
+1.69%
10 Years (annualized)
+1.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSTEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Municipal 1-3 Year Index(^BBMU3Y)
This Mutual Fund (YTD)
-1.31%
Peer Avg (YTD)
-3.84%
vs Peers
+2.53%

MSTEX Mutual Fund Performance

MSTEX performance across multiple time periods: 1-month -1.78%, YTD -1.31%, 1-year -0.85%, 3-year 3.19%, 5-year 1.69%, 10-year 1.67%.

MSTEX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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