MSSMX Mutual Fund

NAV$11.35

Returns Overview

1 Month
-3.09%
3 Months
+24.23%
6 Months
+6.62%
YTD
+5.13%
1 Year
+3.49%
3 Years (annualized)
+14.42%
5 Years (annualized)
-9.47%
10 Years (annualized)
+22.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSSMX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+5.13%
Peer Avg (YTD)
+18.52%
vs Peers
-13.40%

MSSMX Mutual Fund Performance

MSSMX performance across multiple time periods: 1-month -3.09%, YTD 5.13%, 1-year 3.49%, 3-year 14.42%, 5-year -9.47%, 10-year 22.62%.

MSSMX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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