MNSQX Mutual Fund

MNSQX Mutual Fund

NAV$26.87
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Returns Overview

1 Month
+6.76%
3 Months
+20.71%
6 Months
+19.53%
YTD
+18.25%
1 Year
+28.57%
3 Years (annualized)
+16.51%
5 Years (annualized)
+8.62%

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)
+18.25%
Peer Avg (YTD)
+18.52%
vs Peers
-0.27%

MNSQX Mutual Fund Performance

MNSQX performance across multiple time periods: 1-month 6.76%, YTD 18.25%, 1-year 28.57%, 3-year 16.51%, 5-year 8.62%.

MNSQX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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