MSGUX Mutual Fund

MSGUX Mutual Fund

NAV$50.81
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Returns Overview

1 Month
-5.20%
3 Months
+4.66%
6 Months
+2.19%
YTD
-5.86%
1 Year
-14.58%
3 Years (annualized)
+30.41%
5 Years (annualized)
-3.37%
10 Years (annualized)
+13.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSGUX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
-5.86%
Peer Avg (YTD)
+11.26%
vs Peers
-17.12%

MSGUX Mutual Fund Performance

MSGUX performance across multiple time periods: 1-month -5.20%, YTD -5.86%, 1-year -14.58%, 3-year 30.41%, 5-year -3.37%, 10-year 13.86%.

MSGUX returns trail the peer average of 11.26% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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