MSTZX Mutual Fund

NAV$9.23

Returns Overview

1 Month
+0.16%
3 Months
+0.85%
6 Months
+1.25%
YTD
+1.25%
1 Year
+4.13%
3 Years (annualized)
+6.42%
5 Years (annualized)
+2.14%
10 Years (annualized)
+2.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSTZX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year Government Bond Index(^BBYGGBI)
This Mutual Fund (YTD)
+1.25%
Peer Avg (YTD)
+3.23%
vs Peers
-1.98%

MSTZX Mutual Fund Performance

MSTZX performance across multiple time periods: 1-month 0.16%, YTD 1.25%, 1-year 4.13%, 3-year 6.42%, 5-year 2.14%, 10-year 2.49%.

MSTZX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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