MSGFX Mutual Fund

NAV$26.03

Returns Overview

1 Month
-2.89%
3 Months
+0.54%
6 Months
-11.74%
YTD
-10.89%
1 Year
-17.87%
3 Years (annualized)
+2.61%
5 Years (annualized)
+2.32%
10 Years (annualized)
+7.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSGFX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Net Index(.dMIWO00000NGB)
This Mutual Fund (YTD)
-10.89%
Peer Avg (YTD)
+8.97%
vs Peers
-19.87%

MSGFX Mutual Fund Performance

MSGFX performance across multiple time periods: 1-month -2.89%, YTD -10.89%, 1-year -17.87%, 3-year 2.61%, 5-year 2.32%, 10-year 7.73%.

MSGFX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

MSGFX performance comparison shows side-by-side returns with another fund. MSGFX alternatives are available in the Mutual Fund Screener.