MSPTX Mutual Fund

NAV$15.32

Returns Overview

1 Month
-3.34%
3 Months
+14.12%
6 Months
-1.06%
YTD
-0.99%
1 Year
-2.33%
3 Years (annualized)
+23.00%
5 Years (annualized)
+4.08%
10 Years (annualized)
+17.78%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Lipper Global Multi-Cap Growth Funds Index
This Mutual Fund (YTD)
-0.99%
Peer Avg (YTD)
+8.97%
vs Peers
-9.97%

MSPTX Mutual Fund Performance

MSPTX performance across multiple time periods: 1-month -3.34%, YTD -0.99%, 1-year -2.33%, 3-year 23.00%, 5-year 4.08%, 10-year 17.78%.

MSPTX returns trail the peer average of 8.97% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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