MSTGX Mutual Fund

MSTGX Mutual Fund

NAV$10.23
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Returns Overview

1 Month
-3.00%
3 Months
-0.98%
6 Months
+1.44%
YTD
+4.97%
1 Year
+7.17%
3 Years (annualized)
+11.19%
5 Years (annualized)
+4.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSTGX 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
Morningstar Global Markets NR Index(MSGMNRI)
This Mutual Fund (YTD)
+4.97%
Peer Avg (YTD)
+5.22%
vs Peers
-0.25%

MSTGX Mutual Fund Performance

MSTGX performance across multiple time periods: 1-month -3.00%, YTD 4.97%, 1-year 7.17%, 3-year 11.19%, 5-year 4.90%.

MSTGX returns trail the peer average of 5.22% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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