MSHNX Mutual Fund

MSHNX Mutual Fund

NAV$13.21
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Returns Overview

1 Month
-0.99%
3 Months
-1.36%
6 Months
-0.91%
YTD
+1.48%
1 Year
+0.54%
3 Years (annualized)
+11.01%
5 Years (annualized)
+6.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSHNX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.48%
Peer Avg (YTD)
+6.23%
vs Peers
-4.75%

MSHNX Mutual Fund Performance

MSHNX performance across multiple time periods: 1-month -0.99%, YTD 1.48%, 1-year 0.54%, 3-year 11.01%, 5-year 6.92%.

MSHNX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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