MNSQX Mutual Fund

MNSQX Mutual Fund

NAV$24.54
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Returns Overview

1 Month
+0.15%
3 Months
+4.48%
6 Months
+8.79%
YTD
+16.97%
1 Year
+18.72%
3 Years (annualized)
+15.13%
5 Years (annualized)
+7.94%
10 Years (annualized)
+11.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNSQX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.97%
Peer Avg (YTD)
+15.20%
vs Peers
+1.77%

MNSQX Mutual Fund Performance

MNSQX performance across multiple time periods: 1-month 0.15%, YTD 16.97%, 1-year 18.72%, 3-year 15.13%, 5-year 7.94%, 10-year 11.42%.

MNSQX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

MNSQX vs another fund shows side-by-side returns. MNSQX alternatives are available in the Mutual Fund Screener.