MSQLX Mutual Fund

MSQLX Mutual Fund

NAV$6.62
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Returns Overview

1 Month
+2.37%
3 Months
+3.44%
6 Months
+3.13%
YTD
+8.31%
1 Year
+12.44%
3 Years (annualized)
+9.08%
5 Years (annualized)
+3.54%
10 Years (annualized)
+5.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSQLX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.31%
Peer Avg (YTD)
+10.17%
vs Peers
-1.86%

MSQLX Mutual Fund Performance

MSQLX performance across multiple time periods: 1-month 2.37%, YTD 8.31%, 1-year 12.44%, 3-year 9.08%, 5-year 3.54%, 10-year 5.54%.

MSQLX returns trail the peer average of 10.17% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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