MSSVX Mutual Fund

NAV$10.17

Returns Overview

1 Month
+3.00%
3 Months
+21.90%
6 Months
+25.80%
YTD
+23.03%
1 Year
+48.38%
3 Years (annualized)
+16.87%
5 Years (annualized)
+8.78%
10 Years (annualized)
+16.28%

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

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+23.03%
Peer Avg (YTD)
+18.52%
vs Peers
+4.51%

MSSVX Mutual Fund Performance

MSSVX performance across multiple time periods: 1-month 3.00%, YTD 23.03%, 1-year 48.38%, 3-year 16.87%, 5-year 8.78%, 10-year 16.28%.

MSSVX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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