MSHLX Mutual Fund

NAV$47.88

Returns Overview

1 Month
-2.37%
3 Months
+14.83%
6 Months
-3.00%
YTD
-2.22%
1 Year
+1.41%
3 Years (annualized)
+25.48%
5 Years (annualized)
-1.90%
10 Years (annualized)
+15.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSHLX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-2.22%
Peer Avg (YTD)
+16.06%
vs Peers
-18.28%

MSHLX Mutual Fund Performance

MSHLX performance across multiple time periods: 1-month -2.37%, YTD -2.22%, 1-year 1.41%, 3-year 25.48%, 5-year -1.90%, 10-year 15.29%.

MSHLX returns trail the peer average of 16.06% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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