MSSLX Mutual Fund

NAV$8.76

Returns Overview

1 Month
-4.37%
3 Months
+5.93%
6 Months
-0.11%
YTD
+0.23%
1 Year
+2.92%
3 Years (annualized)
+13.77%
5 Years (annualized)
-10.00%
10 Years (annualized)
+12.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSSLX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+0.23%
Peer Avg (YTD)
+18.52%
vs Peers
-18.30%

MSSLX Mutual Fund Performance

MSSLX performance across multiple time periods: 1-month -4.37%, YTD 0.23%, 1-year 2.92%, 3-year 13.77%, 5-year -10.00%, 10-year 12.68%.

MSSLX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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