MSSGX Mutual Fund

MSSGX Mutual Fund

NAV$16.94
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Returns Overview

1 Month
+7.54%
3 Months
-0.51%
6 Months
+20.62%
YTD
+8.00%
1 Year
+1.62%
3 Years (annualized)
+15.52%
5 Years (annualized)
-6.84%
10 Years (annualized)
+13.17%

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)
+8.00%
Peer Avg (YTD)
+15.20%
vs Peers
-7.20%

MSSGX Mutual Fund Performance

MSSGX performance across multiple time periods: 1-month 7.54%, YTD 8.00%, 1-year 1.62%, 3-year 15.52%, 5-year -6.84%, 10-year 13.17%.

MSSGX returns trail the peer average of 15.20% 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.