MSSVX Mutual Fund

MSSVX Mutual Fund

NAV$9.40
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Returns Overview

1 Month
+1.77%
3 Months
-5.14%
6 Months
+6.07%
YTD
+15.86%
1 Year
+25.23%
3 Years (annualized)
+14.60%
5 Years (annualized)
+6.95%
10 Years (annualized)
+14.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSSVX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+15.86%
Peer Avg (YTD)
+15.20%
vs Peers
+0.66%

MSSVX Mutual Fund Performance

MSSVX performance across multiple time periods: 1-month 1.77%, YTD 15.86%, 1-year 25.23%, 3-year 14.60%, 5-year 6.95%, 10-year 14.29%.

MSSVX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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