MSPTX Mutual Fund

MSPTX Mutual Fund

NAV$15.60
See how much of MSPTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.90%
3 Months
+2.16%
6 Months
-0.13%
YTD
-5.91%
1 Year
-17.59%
3 Years (annualized)
+28.22%
5 Years (annualized)
-3.63%
10 Years (annualized)
+10.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSPTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Global Multi-Cap Growth Funds Index
This Mutual Fund (YTD)
-5.91%
Peer Avg (YTD)
+5.23%
vs Peers
-11.14%

MSPTX Mutual Fund Performance

MSPTX performance across multiple time periods: 1-month -4.90%, YTD -5.91%, 1-year -17.59%, 3-year 28.22%, 5-year -3.63%, 10-year 10.37%.

MSPTX returns trail the peer average of 5.23% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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