MSPHX Mutual Fund

NAV$8.54

Returns Overview

1 Month
+1.22%
3 Months
+2.41%
6 Months
+1.78%
YTD
+4.99%
1 Year
+1.80%
3 Years (annualized)
+1.48%
5 Years (annualized)
-1.57%
10 Years (annualized)
+1.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSPHX 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)
+4.99%
Peer Avg (YTD)
+3.93%
vs Peers
+1.06%

MSPHX Mutual Fund Performance

MSPHX performance across multiple time periods: 1-month 1.22%, YTD 4.99%, 1-year 1.80%, 3-year 1.48%, 5-year -1.57%, 10-year 1.19%.

MSPHX returns outperform the peer average of 3.93% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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