# Morningstar US Equity (MSTQX)

> Source: Nexqual · https://nexqual.com/MSTQX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, Morningstar US Equity (MSTQX), nexqual.com/MSTQX" · informational, not investment advice.

**Price:** USD 13.16 (-0.38% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 13.21 · day 13.16–13.16 · 52w 11.24–14.43 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +10.6% vs S&P 500 +13.4%; 5Y +56.8% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +10.6% | +56.8% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +10.7% | +9.4% |
| Volatility (annualized) | 11.4% | 15.9% |
| Max drawdown | -8.7% (Jan 2026→Mar 2026) | -23.4% (Nov 2021→Sep 2022) |

## Peers
MSTFX (Morningstar International Equit) USD 12.55 -0.08% · MSTSX (Morningstar Unconstrained Alloc) USD 12.44 -0.40% · MSTVX (Morningstar Alternatives Fund) USD 10.86 +0.00% · MSTMX (Morningstar Multisector Bond Fu) USD 8.95 -0.11% · MSTRX (Morningstar Total Return Bond F) USD 8.56 -0.23%

## More
Full page: https://nexqual.com/MSTQX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt