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Morningstar Funds Trust - Morningstar Total Return Bond Fund (MSTRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.60+0.03 (+0.35%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-3.22%
5-Year Average Return-0.35%
Number of Years Up3
Number of Years Down2
Best 1 Yr Total Return (Apr 29, 2024)9.57%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return9.57%
Worst 3-Yr Total Return-4.26%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMSTRXCategory
YTD-0.73%-1.22%
1-Month0.86%0.67%
3-Month-0.73%1.77%
1-Year1.28%0.77%
3-Year-3.24%5.26%
5-Year0.18%3.02%
10-Year0.00%3.31%
Last Bull Market1.21%3.52%
Last Bear Market-5.82%3.25%

Annual Total Return (%) History

Year
MSTRXCategory
2024
N/AN/A
2023
5.54%N/A
2022
-15.53%N/A
2021
-1.56%N/A
2020
9.57%7.52%
2019
9.34%8.06%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-0.73%N/AN/AN/A
20233.44%-0.93%-3.65%6.88%
2022-7.20%-5.82%-5.31%2.06%
2021-3.85%2.23%0.16%-0.01%
20200.17%6.05%1.57%1.56%
20193.41%3.03%2.12%0.49%

Rank In Category (By Total Return)

YTD66
1-Month64
3-Month66
1-Year85
3-Year93
5-Year69

Load Adjusted Returns

1-Year1.28%
3-Year-3.24%
5-Year0.18%
10-YearN/A