MSSYX Mutual Fund

MSSYX Mutual Fund

NAV$12.25
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Returns Overview

1 Month
+3.06%
3 Months
+22.12%
6 Months
+26.08%
YTD
+23.41%
1 Year
+45.15%
3 Years (annualized)
+16.29%
5 Years (annualized)
+8.63%
10 Years (annualized)
+16.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSSYX 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)
+23.41%
Peer Avg (YTD)
+18.52%
vs Peers
+4.89%

MSSYX Mutual Fund Performance

MSSYX performance across multiple time periods: 1-month 3.06%, YTD 23.41%, 1-year 45.15%, 3-year 16.29%, 5-year 8.63%, 10-year 16.44%.

MSSYX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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