MSPGX Mutual Fund

NAV$8.59

Returns Overview

1 Month
+1.32%
3 Months
+2.63%
6 Months
+1.91%
YTD
+5.06%
1 Year
+1.97%
3 Years (annualized)
+1.39%
5 Years (annualized)
-1.69%
10 Years (annualized)
+1.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSPGX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.06%
Peer Avg (YTD)
+3.93%
vs Peers
+1.13%

MSPGX Mutual Fund Performance

MSPGX performance across multiple time periods: 1-month 1.32%, YTD 5.06%, 1-year 1.97%, 3-year 1.39%, 5-year -1.69%, 10-year 1.19%.

MSPGX returns outperform the peer average of 3.93% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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