MSPIX Mutual Fund

MSPIX Mutual Fund

NAV$82.30
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Returns Overview

1 Month
-0.88%
3 Months
+1.41%
6 Months
+5.62%
YTD
+11.30%
1 Year
+11.82%
3 Years (annualized)
+21.87%
5 Years (annualized)
+11.10%
10 Years (annualized)
+14.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSPIX 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)
+11.30%
Peer Avg (YTD)
+9.28%
vs Peers
+2.02%

MSPIX Mutual Fund Performance

MSPIX performance across multiple time periods: 1-month -0.88%, YTD 11.30%, 1-year 11.82%, 3-year 21.87%, 5-year 11.10%, 10-year 14.64%.

MSPIX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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