MSGCX Mutual Fund

NAV$11.25

Returns Overview

1 Month
+7.15%
3 Months
+21.17%
6 Months
+10.80%
YTD
+11.56%
1 Year
+15.94%
3 Years (annualized)
+7.45%
5 Years (annualized)
+6.71%
10 Years (annualized)
+13.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSGCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+11.56%
Peer Avg (YTD)
+18.52%
vs Peers
-6.97%

MSGCX Mutual Fund Performance

MSGCX performance across multiple time periods: 1-month 7.15%, YTD 11.56%, 1-year 15.94%, 3-year 7.45%, 5-year 6.71%, 10-year 13.90%.

MSGCX returns trail the peer average of 18.52% YTD. With an expense ratio of 2.26%, investors should weigh costs against performance when evaluating this mutual fund.

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