MSGZX Mutual Fund

NAV$18.53

Returns Overview

1 Month
+7.06%
3 Months
+26.25%
6 Months
+29.82%
YTD
+27.80%
1 Year
+22.79%
3 Years (annualized)
+14.14%
5 Years (annualized)
+4.53%
10 Years (annualized)
+10.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSGZX 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)
+27.80%
Peer Avg (YTD)
+18.52%
vs Peers
+9.28%

MSGZX Mutual Fund Performance

MSGZX performance across multiple time periods: 1-month 7.06%, YTD 27.80%, 1-year 22.79%, 3-year 14.14%, 5-year 4.53%, 10-year 10.39%.

MSGZX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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