MSBQX Mutual Fund

MSBQX Mutual Fund

NAV$11.37
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Returns Overview

1 Month
-0.38%
3 Months
-2.82%
6 Months
-5.39%
YTD
-1.06%
1 Year
-1.40%
3 Years (annualized)
+9.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSBQX 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
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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)
-1.06%
Peer Avg (YTD)
+15.68%
vs Peers
-16.74%

MSBQX Mutual Fund Performance

MSBQX performance across multiple time periods: 1-month -0.38%, YTD -1.06%, 1-year -1.40%, 3-year 9.24%.

MSBQX returns trail the peer average of 15.68% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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