MSGSX Mutual Fund

NAV$17.84

Returns Overview

1 Month
+7.05%
3 Months
+26.18%
6 Months
+29.71%
YTD
+27.71%
1 Year
+45.15%
3 Years (annualized)
+22.47%
5 Years (annualized)
+8.98%
10 Years (annualized)
+12.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSGSX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+27.71%
Peer Avg (YTD)
+18.52%
vs Peers
+9.18%

MSGSX Mutual Fund Performance

MSGSX performance across multiple time periods: 1-month 7.05%, YTD 27.71%, 1-year 45.15%, 3-year 22.47%, 5-year 8.98%, 10-year 12.62%.

MSGSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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