MSGLX Mutual Fund

MSGLX Mutual Fund

NAV$12.53
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Returns Overview

1 Month
-0.88%
3 Months
-4.26%
6 Months
-1.28%
YTD
+13.07%
1 Year
+17.13%
3 Years (annualized)
+21.03%
5 Years (annualized)
+4.29%
10 Years (annualized)
+12.94%

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)
+13.07%
Peer Avg (YTD)
+12.21%
vs Peers
+0.86%

MSGLX Mutual Fund Performance

MSGLX performance across multiple time periods: 1-month -0.88%, YTD 13.07%, 1-year 17.13%, 3-year 21.03%, 5-year 4.29%, 10-year 12.94%.

MSGLX returns outperform the peer average of 12.21% 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.