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Morningstar Funds Trust - Morningstar U.S. Equity Fund (MSTQX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.00
-0.03
(-0.23%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
9.52%
5-Year Average Return
11.75%
Number of Years Up
4
Number of Years Down
1
Best 1 Yr Total Return (Jun 13, 2024)
26.33%
Worst 1 Yr Total Return (Jun 13, 2024)
N/A
Best 3-Yr Total Return
26.33%
Worst 3-Yr Total Return
5.35%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
MSTQX
Category
YTD
8.93%
5.31%
1-Month
4.19%
-4.19%
3-Month
2.62%
3.90%
1-Year
26.34%
20.31%
3-Year
7.09%
6.48%
5-Year
12.53%
11.78%
10-Year
0.00%
10.96%
Last Bull Market
26.28%
25.56%
Last Bear Market
-14.47%
-15.11%
Annual Total Return (%) History
Year
MSTQX
Category
2024
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
9.69%
N/A
N/A
N/A
2023
6.88%
7.95%
-3.60%
12.61%
2022
-4.48%
-14.47%
-5.39%
8.38%
2021
9.55%
7.95%
-0.42%
7.28%
2020
-26.90%
23.05%
4.93%
17.07%
2019
14.43%
3.52%
-0.09%
6.49%
Rank In Category (By Total Return)
YTD
69
1-Month
62
3-Month
69
1-Year
59
3-Year
68
5-Year
80
Load Adjusted Returns
1-Year
26.34%
3-Year
7.09%
5-Year
12.53%
10-Year
N/A
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