MSPLX Mutual Fund

NAV$8.52

Returns Overview

1 Month
+1.22%
3 Months
+2.28%
6 Months
+1.63%
YTD
+4.82%
1 Year
+1.61%
3 Years (annualized)
+1.38%
5 Years (annualized)
-1.65%
10 Years (annualized)
+1.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSPLX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.82%
Peer Avg (YTD)
+3.93%
vs Peers
+0.89%

MSPLX Mutual Fund Performance

MSPLX performance across multiple time periods: 1-month 1.22%, YTD 4.82%, 1-year 1.61%, 3-year 1.38%, 5-year -1.65%, 10-year 1.31%.

MSPLX returns outperform the peer average of 3.93% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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