MSTSX Mutual Fund

MSTSX Mutual Fund

NAV$12.36
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Returns Overview

1 Month
-3.91%
3 Months
+3.43%
6 Months
+11.47%
YTD
+9.15%
1 Year
+10.37%
3 Years (annualized)
+14.92%
5 Years (annualized)
+9.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSTSX 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
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📉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)
+9.15%
Peer Avg (YTD)
+5.22%
vs Peers
+3.92%

MSTSX Mutual Fund Performance

MSTSX performance across multiple time periods: 1-month -3.91%, YTD 9.15%, 1-year 10.37%, 3-year 14.92%, 5-year 9.15%.

MSTSX returns outperform the peer average of 5.22% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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