MSPRX Mutual Fund

MSPRX Mutual Fund

NAV$24.26
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Returns Overview

1 Month
-1.89%
3 Months
+4.34%
6 Months
+4.01%
YTD
-3.91%
1 Year
-14.10%
3 Years (annualized)
+25.26%
5 Years (annualized)
-2.85%
10 Years (annualized)
+10.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSPRX 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)
-3.91%
Peer Avg (YTD)
+11.26%
vs Peers
-15.17%

MSPRX Mutual Fund Performance

MSPRX performance across multiple time periods: 1-month -1.89%, YTD -3.91%, 1-year -14.10%, 3-year 25.26%, 5-year -2.85%, 10-year 10.26%.

MSPRX returns trail the peer average of 11.26% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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