MSSGX Mutual Fund

MSSGX Mutual Fund

NAV$16.61
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Returns Overview

1 Month
-6.33%
3 Months
-0.18%
6 Months
+5.51%
YTD
+0.25%
1 Year
-13.58%
3 Years (annualized)
+21.13%
5 Years (annualized)
-7.40%
10 Years (annualized)
+13.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSSGX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+0.25%
Peer Avg (YTD)
+12.21%
vs Peers
-11.96%

MSSGX Mutual Fund Performance

MSSGX performance across multiple time periods: 1-month -6.33%, YTD 0.25%, 1-year -13.58%, 3-year 21.13%, 5-year -7.40%, 10-year 13.18%.

MSSGX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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