MSGUX Mutual Fund

MSGUX Mutual Fund

NAV$49.52
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Returns Overview

1 Month
-2.41%
3 Months
+14.76%
6 Months
-3.12%
YTD
-2.35%
1 Year
+1.15%
3 Years (annualized)
+25.17%
5 Years (annualized)
-2.14%
10 Years (annualized)
+15.01%

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
PROUpgrade to run
🏦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)
-2.35%
Peer Avg (YTD)
+16.06%
vs Peers
-18.41%

MSGUX Mutual Fund Performance

MSGUX performance across multiple time periods: 1-month -2.41%, YTD -2.35%, 1-year 1.15%, 3-year 25.17%, 5-year -2.14%, 10-year 15.01%.

MSGUX returns trail the peer average of 16.06% 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.