MSHPX Mutual Fund

MSHPX Mutual Fund

NAV$14.17
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Returns Overview

1 Month
-0.97%
3 Months
-1.26%
6 Months
-0.75%
YTD
+1.76%
1 Year
+0.95%
3 Years (annualized)
+11.44%
5 Years (annualized)
+7.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSHPX 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)
+1.76%
Peer Avg (YTD)
+6.23%
vs Peers
-4.48%

MSHPX Mutual Fund Performance

MSHPX performance across multiple time periods: 1-month -0.97%, YTD 1.76%, 1-year 0.95%, 3-year 11.44%, 5-year 7.33%.

MSHPX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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