MSSMX Mutual Fund

MSSMX Mutual Fund

NAV$11.86
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Returns Overview

1 Month
-4.61%
3 Months
+5.59%
6 Months
+6.32%
YTD
+1.70%
1 Year
-4.01%
3 Years (annualized)
+9.21%
5 Years (annualized)
-8.99%
10 Years (annualized)
+12.04%

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
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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)
+1.70%
Peer Avg (YTD)
+15.31%
vs Peers
-13.61%

MSSMX Mutual Fund Performance

MSSMX performance across multiple time periods: 1-month -4.61%, YTD 1.70%, 1-year -4.01%, 3-year 9.21%, 5-year -8.99%, 10-year 12.04%.

MSSMX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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