MSSGX Mutual Fund

NAV$17.22
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Returns Overview

1 Month
-3.06%
3 Months
+24.27%
6 Months
+6.74%
YTD
+5.23%
1 Year
+3.76%
3 Years (annualized)
+14.74%
5 Years (annualized)
-9.20%
10 Years (annualized)
+21.40%

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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.23%
Peer Avg (YTD)
+18.52%
vs Peers
-13.29%

MSSGX Mutual Fund Performance

MSSGX performance across multiple time periods: 1-month -3.06%, YTD 5.23%, 1-year 3.76%, 3-year 14.74%, 5-year -9.20%, 10-year 21.40%.

MSSGX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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