Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSTPX (Morningstar Municipal Bond Fund) | 1.55% | 6.03% | 3.69% | 1.15% | 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 |
|---|---|---|
| MSTPX (Morningstar Municipal 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 (%) | 0.20 | 6.03 | 3.69 | 1.15 | NA | NA | NA | … | … | 1.55 | 3.41 | 2.55 | 5.61 | -7.20 | 1.48 | 5.97 | 6.25 | 2.06 |
| Sharpe Ratio | NA | 1.52 | 0.20 | -0.47 | NA | NA | NA | … | … | 0.23 | 0.13 | -0.42 | 0.67 | -2.73 | 1.14 | 0.87 | 3.48 | 9.11 |
| Standard Deviation(%) | NA | 2.01 | 3.20 | 2.99 | NA | NA | NA | … | … | 2.38 | 4.01 | 2.58 | 2.96 | 3.17 | 1.27 | 6.59 | 1.37 | 1.40 |
| Draw Down(%) | NA | 1.99 | 4.43 | 10.90 | NA | NA | NA | … | … | 1.99 | 4.29 | 1.81 | 4.19 | 10.55 | 1.69 | 10.07 | 1.19 | 0.10 |
| Yield(%) | 0.00 | 3.17 | 3.13 | 2.49 | 2.12 | 1.42 | 1.06 | … | … | 1.04 | 3.33 | 3.21 | 2.74 | 1.96 | 1.75 | 3.76 | 2.77 | 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 |
|---|---|---|---|---|
| MSTPX (Morningstar Municipal Bond Fund) |
-1.58%
Oct 2020 – Oct 2023 |
0.79%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSTPX (Morningstar Municipal Bond Fund) |
4.88%
Oct 2022 – Oct 2025 |
2.29%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart