MSGZX Mutual Fund

MSGZX Mutual Fund

NAV$18.65
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Returns Overview

1 Month
-7.45%
3 Months
+3.17%
6 Months
+13.92%
YTD
+20.14%
1 Year
+32.88%
3 Years (annualized)
+16.78%
5 Years (annualized)
+6.56%
10 Years (annualized)
+13.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSGZX 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)
+20.14%
Peer Avg (YTD)
+15.31%
vs Peers
+4.83%

MSGZX Mutual Fund Performance

MSGZX performance across multiple time periods: 1-month -7.45%, YTD 20.14%, 1-year 32.88%, 3-year 16.78%, 5-year 6.56%, 10-year 13.40%.

MSGZX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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