MSHNX Mutual Fund

NAV$13.26

Returns Overview

1 Month
-2.59%
3 Months
+4.44%
6 Months
+2.89%
YTD
+2.49%
1 Year
+1.27%
3 Years (annualized)
+12.37%
5 Years (annualized)
+8.06%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.49%
Peer Avg (YTD)
+8.97%
vs Peers
-6.48%

MSHNX Mutual Fund Performance

MSHNX performance across multiple time periods: 1-month -2.59%, YTD 2.49%, 1-year 1.27%, 3-year 12.37%, 5-year 8.06%.

MSHNX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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