MSGXX Mutual Fund

MSGXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.27%
3 Months
+0.86%
6 Months
+1.43%
YTD
+1.73%
1 Year
+3.02%
3 Years (annualized)
+2.43%
5 Years (annualized)
+1.84%
10 Years (annualized)
+0.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSGXX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+1.73%
Peer Avg (YTD)
+2.25%
vs Peers
-0.52%

MSGXX Mutual Fund Performance

MSGXX performance across multiple time periods: 1-month 0.27%, YTD 1.73%, 1-year 3.02%, 3-year 2.43%, 5-year 1.84%, 10-year 0.92%.

MSGXX returns trail the peer average of 2.25% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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