MPSSX Mutual Fund

NAV$18.55

Returns Overview

1 Month
+8.72%
3 Months
+23.51%
6 Months
+24.22%
YTD
+22.26%
1 Year
+33.39%
3 Years (annualized)
+14.94%
5 Years (annualized)
+7.76%
10 Years (annualized)
+13.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MPSSX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+22.26%
Peer Avg (YTD)
+18.52%
vs Peers
+3.74%

MPSSX Mutual Fund Performance

MPSSX performance across multiple time periods: 1-month 8.72%, YTD 22.26%, 1-year 33.39%, 3-year 14.94%, 5-year 7.76%, 10-year 13.78%.

MPSSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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