MSHLX Mutual Fund

MSHLX Mutual Fund

NAV$52.33
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Returns Overview

1 Month
-7.88%
3 Months
-2.31%
6 Months
-2.44%
YTD
-9.92%
1 Year
-8.61%
3 Years (annualized)
+18.73%
5 Years (annualized)
-3.47%
10 Years (annualized)
+13.60%

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
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📉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)
-9.92%
Peer Avg (YTD)
+11.56%
vs Peers
-21.48%

MSHLX Mutual Fund Performance

MSHLX performance across multiple time periods: 1-month -7.88%, YTD -9.92%, 1-year -8.61%, 3-year 18.73%, 5-year -3.47%, 10-year 13.60%.

MSHLX returns trail the peer average of 11.56% 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.