MSGQX Mutual Fund

NAV$11.66

Returns Overview

1 Month
-0.80%
3 Months
+8.01%
6 Months
-3.78%
YTD
-4.03%
1 Year
-8.24%
3 Years (annualized)
+7.22%
5 Years (annualized)
+4.03%
10 Years (annualized)
+10.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSGQX 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
MSCI All Country World Net Return Index(MSCIACWINR)
This Mutual Fund (YTD)
-4.03%
Peer Avg (YTD)
+8.97%
vs Peers
-13.00%

MSGQX Mutual Fund Performance

MSGQX performance across multiple time periods: 1-month -0.80%, YTD -4.03%, 1-year -8.24%, 3-year 7.22%, 5-year 4.03%, 10-year 10.02%.

MSGQX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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