MSSVX Mutual Fund

MSSVX Mutual Fund

NAV$9.39
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Returns Overview

1 Month
-9.50%
3 Months
-0.10%
6 Months
+7.97%
YTD
+13.85%
1 Year
+27.90%
3 Years (annualized)
+11.22%
5 Years (annualized)
+6.46%
10 Years (annualized)
+14.08%

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)
+13.85%
Peer Avg (YTD)
+15.31%
vs Peers
-1.46%

MSSVX Mutual Fund Performance

MSSVX performance across multiple time periods: 1-month -9.50%, YTD 13.85%, 1-year 27.90%, 3-year 11.22%, 5-year 6.46%, 10-year 14.08%.

MSSVX returns trail the peer average of 15.31% 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.