# Morningstar Alternatives (MSTVX)

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

**Price:** USD 10.86 (+0.00% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 10.86 · day 10.86–10.86 · 52w 10.62–10.99 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +3.7% vs S&P 500 +13.4%; 5Y +21.4% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +3.7% | +21.4% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +3.7% | +4.0% |
| Volatility (annualized) | 2.2% | 2.6% |
| Max drawdown | -1.8% (Feb 2026→Mar 2026) | -4.6% (Dec 2021→Jun 2022) |

## Peers
MSTQX (Morningstar U.S. Equity Fund) USD 13.16 -0.38% · MSTFX (Morningstar International Equit) USD 12.55 -0.08% · MSTMX (Morningstar Multisector Bond Fu) USD 8.95 -0.11% · MSTRX (Morningstar Total Return Bond F) USD 8.56 -0.23% · MSTSX (Morningstar Unconstrained Alloc) USD 12.44 -0.40%

## More
Full page: https://nexqual.com/MSTVX · 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