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MSTQX

Morningstar US Equity

$12.99 0.14 (1.09%)
Currency in USD / Last Updated: 3/27/2024
Category Large Cap
Market Cap 1693.779M
52 Week High 12.99
52 Week Low 9.802
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Key Data
Symbol MSTQX
Type Mutual Fund
Category Large Cap
Price 12.99
Price Yesterday 12.85
Market Cap 1,693.78
YTD Return 9.44%
Expense Details
Deferred 0
12b-1 0
Front Load 0
Initial Purchase Amount 0
Redeption Fee 0
Prospectus 0.0085
Overview
52 Week High 12.99
52 Week Low 9.80
Market Cap 1,693.78M
Shares Outstanding 130.39M
Income Dividend Yield 0.88%
Long Term Dividend Yield 2.48%
Short Term Dividend Yield 0.49%
52 Week Yield (All) 3.85%
Returns Annualized
One Day 1,438.47%
Five Days 42.01%
One Months 49.83%
Three Months 42.55%
Six Months 53.29%
Nine Months 28.55%
One Year 32.43%
Three Years 9.59%
Five Years 12.30%
Ten Years -999
YTD 46.09%
Since Inception 11.67%
Returns Total
One Day 1.09%
Five Days 0.70%
One Month 3.42%
Three Months 9.10%
Six Months 23.57%
Nine Months 20.70%
One Year 32.39%
Three Years 31.52%
Five Years 78.46%
Ten Years -999
YTD 9.44%
Since Inception 80.89%
Yearly Returns
2024 9.44%
2023 25.26%
2022 -16.23%
2021 26.33%
2020 10.49%
2019 26.01%
2018 -10.44%
2017 0.00%
2016 0.00%
2015 0.00%
Risk against SP-DA
Alpha -1.39%
Beta 0.99
Correlation 99.34%
Downside Deviation 2.70%
Coefficient of determination 98.69%
Standard Deviation 3.35%
Sharpe Ratio -0.14
Sortino -0.62
Treynor 27.42
Ulcer Index 2.99
Ulcer Performance Index -0.56

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