MSGLX Mutual Fund

MSGLX Mutual Fund

NAV$12.56
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Returns Overview

1 Month
-7.45%
3 Months
+3.11%
6 Months
+13.73%
YTD
+19.96%
1 Year
+32.51%
3 Years (annualized)
+16.46%
5 Years (annualized)
+6.25%
10 Years (annualized)
+13.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSGLX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+19.96%
Peer Avg (YTD)
+15.31%
vs Peers
+4.65%

MSGLX Mutual Fund Performance

MSGLX performance across multiple time periods: 1-month -7.45%, YTD 19.96%, 1-year 32.51%, 3-year 16.46%, 5-year 6.25%, 10-year 13.06%.

MSGLX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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