MSTQX Mutual Fund

MSTQX Mutual Fund

NAV$13.24
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Returns Overview

1 Month
-2.27%
3 Months
+2.70%
6 Months
+12.42%
YTD
+7.83%
1 Year
+9.57%
3 Years (annualized)
+16.21%
5 Years (annualized)
+9.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSTQX 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 US Market Index(^MSTAR)
This Mutual Fund (YTD)
+7.83%
Peer Avg (YTD)
+9.98%
vs Peers
-2.15%

MSTQX Mutual Fund Performance

MSTQX performance across multiple time periods: 1-month -2.27%, YTD 7.83%, 1-year 9.57%, 3-year 16.21%, 5-year 9.80%.

MSTQX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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