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Morningstar Funds Trust - Morningstar U.S. Equity Fund (MSTQX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.12+0.02 (+0.15%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.36%
5-Year Average Return11.54%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Jun 20, 2024)26.33%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return26.33%
Worst 3-Yr Total Return5.35%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMSTQXCategory
YTD8.93%5.31%
1-Month4.19%-4.19%
3-Month2.62%3.90%
1-Year26.34%20.31%
3-Year7.09%6.48%
5-Year12.53%11.78%
10-Year0.00%10.96%
Last Bull Market26.28%25.56%
Last Bear Market-14.47%-15.11%

Annual Total Return (%) History

Year
MSTQXCategory
2024
N/AN/A
2023
25.26%22.32%
2022
-16.23%-16.96%
2021
26.33%26.07%
2020
10.49%15.83%
2019
26.02%28.78%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.69%N/AN/AN/A
20236.88%7.95%-3.60%12.61%
2022-4.48%-14.47%-5.39%8.38%
20219.55%7.95%-0.42%7.28%
2020-26.90%23.05%4.93%17.07%
201914.43%3.52%-0.09%6.49%

Rank In Category (By Total Return)

YTD69
1-Month62
3-Month69
1-Year59
3-Year68
5-Year80

Load Adjusted Returns

1-Year26.34%
3-Year7.09%
5-Year12.53%
10-YearN/A