MSGAX Mutual Fund

NAV$12.67

Returns Overview

1 Month
+7.20%
3 Months
+21.42%
6 Months
+11.20%
YTD
+11.88%
1 Year
+16.80%
3 Years (annualized)
+8.18%
5 Years (annualized)
-0.23%
10 Years (annualized)
+9.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSGAX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+11.88%
Peer Avg (YTD)
+18.52%
vs Peers
-6.65%

MSGAX Mutual Fund Performance

MSGAX performance across multiple time periods: 1-month 7.20%, YTD 11.88%, 1-year 16.80%, 3-year 8.18%, 5-year -0.23%, 10-year 9.24%.

MSGAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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