Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSTMX (Morningstar Multisector Bond Fund) | 1.77% | 9.27% | 8.55% | 2.25% | 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 |
|---|---|---|
| MSTMX (Morningstar Multisector Bond 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 (%) | -0.21 | 9.27 | 8.55 | 2.25 | NA | NA | NA | … | … | 1.77 | 12.13 | 4.61 | 10.76 | -13.11 | -2.85 | 6.45 | 10.54 | -0.13 |
| Sharpe Ratio | NA | 1.85 | 1.26 | -0.03 | NA | NA | NA | … | … | 0.38 | 2.60 | 0.23 | 1.23 | -1.94 | -0.83 | 0.68 | 2.54 | -0.68 |
| Standard Deviation(%) | NA | 3.81 | 4.57 | 5.28 | NA | NA | NA | … | … | 4.98 | 3.57 | 4.30 | 5.82 | 7.54 | 3.48 | 9.10 | 3.57 | 3.84 |
| Draw Down(%) | NA | 3.65 | 5.79 | 21.37 | NA | NA | NA | … | … | 3.65 | 3.20 | 2.70 | 5.79 | 18.90 | 4.81 | 16.92 | 2.63 | 1.20 |
| Yield(%) | 0.00 | 6.09 | 5.95 | 4.15 | 3.21 | 2.14 | 1.60 | … | … | 1.64 | 6.20 | 5.97 | 5.50 | 1.21 | 3.88 | 2.77 | 6.43 | 0.37 |
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 |
|---|---|---|---|---|
| MSTMX (Morningstar Multisector Bond Fund) |
-4.54%
Oct 2019 – Oct 2022 |
0.47%
Jun 2019 – Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSTMX (Morningstar Multisector Bond Fund) |
10.51%
Oct 2022 – Oct 2025 |
3.70%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart