MSGAX Mutual Fund

MSGAX Mutual Fund

NAV$11.53
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Returns Overview

1 Month
-6.04%
3 Months
-8.98%
6 Months
+10.52%
YTD
+1.83%
1 Year
+2.01%
3 Years (annualized)
+8.33%
5 Years (annualized)
-1.21%
10 Years (annualized)
+8.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSGAX 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)
+1.83%
Peer Avg (YTD)
+10.34%
vs Peers
-8.51%

MSGAX Mutual Fund Performance

MSGAX performance across multiple time periods: 1-month -6.04%, YTD 1.83%, 1-year 2.01%, 3-year 8.33%, 5-year -1.21%, 10-year 8.04%.

MSGAX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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