MSQLX Mutual Fund

MSQLX Mutual Fund

NAV$6.72
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Returns Overview

1 Month
+1.35%
3 Months
+1.96%
6 Months
+4.98%
YTD
+5.80%
1 Year
+12.19%
3 Years (annualized)
+9.58%
5 Years (annualized)
+4.88%
10 Years (annualized)
+6.11%

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)
+5.80%
Peer Avg (YTD)
+9.42%
vs Peers
-3.62%

MSQLX Mutual Fund Performance

MSQLX performance across multiple time periods: 1-month 1.35%, YTD 5.80%, 1-year 12.19%, 3-year 9.58%, 5-year 4.88%, 10-year 6.11%.

MSQLX returns trail the peer average of 9.42% 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.