MSHLX Mutual Fund

MSHLX Mutual Fund

NAV$52.99
See how much of MSHLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.17%
3 Months
+4.72%
6 Months
+2.31%
YTD
-5.67%
1 Year
-14.39%
3 Years (annualized)
+30.72%
5 Years (annualized)
-3.14%
10 Years (annualized)
+14.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSHLX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-5.67%
Peer Avg (YTD)
+11.26%
vs Peers
-16.92%

MSHLX Mutual Fund Performance

MSHLX performance across multiple time periods: 1-month -5.17%, YTD -5.67%, 1-year -14.39%, 3-year 30.72%, 5-year -3.14%, 10-year 14.14%.

MSHLX returns trail the peer average of 11.26% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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