MSPRX Mutual Fund

NAV$21.77

Returns Overview

1 Month
-1.72%
3 Months
-1.18%
6 Months
-6.49%
YTD
-8.41%
1 Year
-6.01%
3 Years (annualized)
+18.02%
5 Years (annualized)
-2.75%
10 Years (annualized)
+10.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSPRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-8.41%
Peer Avg (YTD)
+16.06%
vs Peers
-24.48%

MSPRX Mutual Fund Performance

MSPRX performance across multiple time periods: 1-month -1.72%, YTD -8.41%, 1-year -6.01%, 3-year 18.02%, 5-year -2.75%, 10-year 10.83%.

MSPRX returns trail the peer average of 16.06% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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