MSGRX Mutual Fund

NAV$13.62

Returns Overview

1 Month
+7.23%
3 Months
+21.53%
6 Months
+11.43%
YTD
+12.15%
1 Year
+17.25%
3 Years (annualized)
+8.58%
5 Years (annualized)
+0.16%
10 Years (annualized)
+9.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSGRX 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)
+12.15%
Peer Avg (YTD)
+18.52%
vs Peers
-6.38%

MSGRX Mutual Fund Performance

MSGRX performance across multiple time periods: 1-month 7.23%, YTD 12.15%, 1-year 17.25%, 3-year 8.58%, 5-year 0.16%, 10-year 9.68%.

MSGRX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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