MSGSX Mutual Fund

MSGSX Mutual Fund

NAV$16.78
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Returns Overview

1 Month
-4.12%
3 Months
-10.53%
6 Months
+12.89%
YTD
+14.26%
1 Year
+21.44%
3 Years (annualized)
+18.16%
5 Years (annualized)
+6.15%
10 Years (annualized)
+13.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSGSX 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)
+14.26%
Peer Avg (YTD)
+10.34%
vs Peers
+3.91%

MSGSX Mutual Fund Performance

MSGSX performance across multiple time periods: 1-month -4.12%, YTD 14.26%, 1-year 21.44%, 3-year 18.16%, 5-year 6.15%, 10-year 13.29%.

MSGSX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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