MSPZX Mutual Fund

MSPZX Mutual Fund

NAV$8.46
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Returns Overview

1 Month
+1.37%
3 Months
+2.76%
6 Months
+2.17%
YTD
+5.44%
1 Year
+2.35%
3 Years (annualized)
+1.73%
5 Years (annualized)
-1.33%
10 Years (annualized)
+1.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSPZX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.44%
Peer Avg (YTD)
+3.93%
vs Peers
+1.51%

MSPZX Mutual Fund Performance

MSPZX performance across multiple time periods: 1-month 1.37%, YTD 5.44%, 1-year 2.35%, 3-year 1.73%, 5-year -1.33%, 10-year 1.38%.

MSPZX returns outperform the peer average of 3.93% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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