MSEQX Mutual Fund

MSEQX Mutual Fund

NAV$68.64
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Returns Overview

1 Month
-7.81%
3 Months
-2.12%
6 Months
-2.09%
YTD
-9.53%
1 Year
-7.89%
3 Years (annualized)
+19.63%
5 Years (annualized)
-2.74%
10 Years (annualized)
+14.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSEQX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-9.53%
Peer Avg (YTD)
+11.56%
vs Peers
-21.08%

MSEQX Mutual Fund Performance

MSEQX performance across multiple time periods: 1-month -7.81%, YTD -9.53%, 1-year -7.89%, 3-year 19.63%, 5-year -2.74%, 10-year 14.46%.

MSEQX returns trail the peer average of 11.56% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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