MSTFX Mutual Fund

NAV$12.32

Returns Overview

1 Month
+0.90%
3 Months
+2.58%
6 Months
+3.70%
YTD
+8.64%
1 Year
+23.30%
3 Years (annualized)
+14.05%
5 Years (annualized)
+6.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSTFX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Morningstar Global Markets ex USA Index(^MGXUS)
This Mutual Fund (YTD)
+8.64%
Peer Avg (YTD)
+9.13%
vs Peers
-0.49%

MSTFX Mutual Fund Performance

MSTFX performance across multiple time periods: 1-month 0.90%, YTD 8.64%, 1-year 23.30%, 3-year 14.05%, 5-year 6.31%.

MSTFX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

MSTFX performance comparison shows side-by-side returns with another fund. MSTFX alternatives are available in the Mutual Fund Screener.