MSPSX Mutual Fund

NAV$8.47

Returns Overview

1 Month
+1.24%
3 Months
+2.32%
6 Months
+1.71%
YTD
+4.94%
1 Year
+1.87%
3 Years (annualized)
+1.54%
5 Years (annualized)
-1.49%
10 Years (annualized)
+1.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSPSX 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)
+4.94%
Peer Avg (YTD)
+3.93%
vs Peers
+1.01%

MSPSX Mutual Fund Performance

MSPSX performance across multiple time periods: 1-month 1.24%, YTD 4.94%, 1-year 1.87%, 3-year 1.54%, 5-year -1.49%, 10-year 1.47%.

MSPSX returns outperform the peer average of 3.93% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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