MSTSX Mutual Fund

NAV$12.40

Returns Overview

1 Month
-1.27%
3 Months
+7.77%
6 Months
+6.10%
YTD
+5.53%
1 Year
+11.93%
3 Years (annualized)
+12.98%
5 Years (annualized)
+7.81%

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
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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar Global Markets NR Index(MSGMNRI)
This Mutual Fund (YTD)
+5.53%
Peer Avg (YTD)
+5.93%
vs Peers
-0.41%

MSTSX Mutual Fund Performance

MSTSX performance across multiple time periods: 1-month -1.27%, YTD 5.53%, 1-year 11.93%, 3-year 12.98%, 5-year 7.81%.

MSTSX returns trail the peer average of 5.93% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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