MSGNX Mutual Fund

NAV$5.40

Returns Overview

1 Month
+7.02%
3 Months
+25.89%
6 Months
+29.36%
YTD
+27.31%
1 Year
+44.08%
3 Years (annualized)
+24.00%
5 Years (annualized)
+9.54%
10 Years (annualized)
+11.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSGNX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+27.31%
Peer Avg (YTD)
+18.52%
vs Peers
+8.79%

MSGNX Mutual Fund Performance

MSGNX performance across multiple time periods: 1-month 7.02%, YTD 27.31%, 1-year 44.08%, 3-year 24.00%, 5-year 9.54%, 10-year 11.25%.

MSGNX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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