MSEGX Mutual Fund

NAV$59.89

Returns Overview

1 Month
-2.33%
3 Months
+14.97%
6 Months
-2.76%
YTD
-1.97%
1 Year
+1.92%
3 Years (annualized)
+26.11%
5 Years (annualized)
-1.41%
10 Years (annualized)
+15.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSEGX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-1.97%
Peer Avg (YTD)
+16.06%
vs Peers
-18.03%

MSEGX Mutual Fund Performance

MSEGX performance across multiple time periods: 1-month -2.33%, YTD -1.97%, 1-year 1.92%, 3-year 26.11%, 5-year -1.41%, 10-year 15.87%.

MSEGX returns trail the peer average of 16.06% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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