MSPNX Mutual Fund

NAV$8.54

Returns Overview

1 Month
+1.19%
3 Months
+2.58%
6 Months
+1.79%
YTD
+4.92%
1 Year
+1.65%
3 Years (annualized)
+1.19%
5 Years (annualized)
-1.91%
10 Years (annualized)
+0.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSPNX 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)
+4.92%
Peer Avg (YTD)
+3.93%
vs Peers
+0.99%

MSPNX Mutual Fund Performance

MSPNX performance across multiple time periods: 1-month 1.19%, YTD 4.92%, 1-year 1.65%, 3-year 1.19%, 5-year -1.91%, 10-year 0.95%.

MSPNX returns outperform the peer average of 3.93% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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