MSEQX Mutual Fund

MSEQX Mutual Fund

NAV$67.10
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Returns Overview

1 Month
-2.31%
3 Months
+15.04%
6 Months
-2.65%
YTD
-1.86%
1 Year
+2.19%
3 Years (annualized)
+26.43%
5 Years (annualized)
-1.16%
10 Years (annualized)
+16.17%

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)
-1.86%
Peer Avg (YTD)
+16.06%
vs Peers
-17.92%

MSEQX Mutual Fund Performance

MSEQX performance across multiple time periods: 1-month -2.31%, YTD -1.86%, 1-year 2.19%, 3-year 26.43%, 5-year -1.16%, 10-year 16.17%.

MSEQX returns trail the peer average of 16.06% 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.