MSQLX Mutual Fund

NAV$6.85

Returns Overview

1 Month
-0.30%
3 Months
+8.47%
6 Months
+5.21%
YTD
+4.39%
1 Year
+8.18%
3 Years (annualized)
+9.56%
5 Years (annualized)
+4.35%
10 Years (annualized)
+6.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSQLX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+4.39%
Peer Avg (YTD)
+9.13%
vs Peers
-4.74%

MSQLX Mutual Fund Performance

MSQLX performance across multiple time periods: 1-month -0.30%, YTD 4.39%, 1-year 8.18%, 3-year 9.56%, 5-year 4.35%, 10-year 6.29%.

MSQLX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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