MSSGX Mutual Fund

MSSGX Mutual Fund

NAV$17.55
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Returns Overview

1 Month
-4.56%
3 Months
+5.70%
6 Months
+6.53%
YTD
+1.87%
1 Year
-3.77%
3 Years (annualized)
+9.58%
5 Years (annualized)
-8.73%
10 Years (annualized)
+12.39%

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)
+1.87%
Peer Avg (YTD)
+15.31%
vs Peers
-13.44%

MSSGX Mutual Fund Performance

MSSGX performance across multiple time periods: 1-month -4.56%, YTD 1.87%, 1-year -3.77%, 3-year 9.58%, 5-year -8.73%, 10-year 12.39%.

MSSGX returns trail the peer average of 15.31% 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.