MSHNX Mutual Fund

MSHNX Mutual Fund

NAV$13.33
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Returns Overview

1 Month
+5.91%
3 Months
+2.15%
6 Months
+4.55%
YTD
+7.48%
1 Year
+4.87%
3 Years (annualized)
+14.18%
5 Years (annualized)
+7.74%

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)
+7.48%
Peer Avg (YTD)
+8.51%
vs Peers
-1.03%

MSHNX Mutual Fund Performance

MSHNX performance across multiple time periods: 1-month 5.91%, YTD 7.48%, 1-year 4.87%, 3-year 14.18%, 5-year 7.74%.

MSHNX returns trail the peer average of 8.51% 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.