Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSTFX (Morningstar International Equity Fund) | 11.44% | 26.84% | 15.50% | 6.44% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSTFX (Morningstar International Equity Fund) | 11/02/2018 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | 26.84 | 15.50 | 6.44 | NA | NA | NA | … | … | 11.44 | 29.92 | 1.28 | 15.57 | -15.29 | 7.15 | 8.99 | 22.91 | -5.94 |
| Sharpe Ratio | NA | 1.81 | 0.89 | 0.26 | NA | NA | NA | … | … | 1.60 | 1.80 | -0.19 | 0.90 | -0.75 | 0.53 | 0.27 | 1.70 | -1.94 |
| Standard Deviation(%) | NA | 13.66 | 14.10 | 15.99 | NA | NA | NA | … | … | 16.95 | 15.06 | 12.44 | 13.34 | 22.44 | 13.36 | 32.33 | 12.58 | 18.13 |
| Draw Down(%) | NA | 11.37 | 13.93 | 31.52 | NA | NA | NA | … | … | 11.37 | 13.93 | 9.31 | 12.99 | 30.48 | 8.92 | 36.65 | 9.94 | 10.05 |
| Yield(%) | 0.00 | 13.91 | 7.65 | 6.44 | 4.97 | 3.31 | 2.49 | … | … | 0.00 | 15.96 | 4.68 | 2.67 | 2.93 | 14.42 | 2.90 | 3.19 | 0.26 |
Data as of 06/04/2026, Common starting date is 11/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSTFX (Morningstar International Equity Fund) |
-2.61%
Oct 2019 – Oct 2022 |
2.98%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSTFX (Morningstar International Equity Fund) |
19.30%
Sep 2022 – Sep 2025 |
11.28%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart