MSEQX Mutual Fund

MSEQX Mutual Fund

NAV$70.30
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Returns Overview

1 Month
+0.75%
3 Months
+1.94%
6 Months
+17.27%
YTD
+0.04%
1 Year
-8.11%
3 Years (annualized)
+27.47%
5 Years (annualized)
-1.35%
10 Years (annualized)
+15.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSEQX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+0.04%
Peer Avg (YTD)
+16.41%
vs Peers
-16.36%

MSEQX Mutual Fund Performance

MSEQX performance across multiple time periods: 1-month 0.75%, YTD 0.04%, 1-year -8.11%, 3-year 27.47%, 5-year -1.35%, 10-year 15.45%.

MSEQX returns trail the peer average of 16.41% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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