MASGX Mutual Fund

NAV$18.58

Returns Overview

1 Month
+4.78%
3 Months
+37.88%
6 Months
+48.74%
YTD
+44.56%
1 Year
+63.71%
3 Years (annualized)
+21.09%
5 Years (annualized)
+11.64%
10 Years (annualized)
+14.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MASGX 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 Emerging Markets Index (net)
This Mutual Fund (YTD)
+44.56%
Peer Avg (YTD)
+27.12%
vs Peers
+17.45%

MASGX Mutual Fund Performance

MASGX performance across multiple time periods: 1-month 4.78%, YTD 44.56%, 1-year 63.71%, 3-year 21.09%, 5-year 11.64%, 10-year 14.44%.

MASGX returns outperform the peer average of 27.12% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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