MSPRX Mutual Fund

MSPRX Mutual Fund

NAV$23.37
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Returns Overview

1 Month
-5.44%
3 Months
-0.32%
6 Months
-1.35%
YTD
-9.02%
1 Year
-12.79%
3 Years (annualized)
+13.41%
5 Years (annualized)
-3.79%
10 Years (annualized)
+9.70%

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)
-9.02%
Peer Avg (YTD)
+11.56%
vs Peers
-20.58%

MSPRX Mutual Fund Performance

MSPRX performance across multiple time periods: 1-month -5.44%, YTD -9.02%, 1-year -12.79%, 3-year 13.41%, 5-year -3.79%, 10-year 9.70%.

MSPRX returns trail the peer average of 11.56% 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.