MSGLX Mutual Fund

MSGLX Mutual Fund

NAV$12.33
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Returns Overview

1 Month
-4.15%
3 Months
-10.60%
6 Months
+12.74%
YTD
+14.08%
1 Year
+21.18%
3 Years (annualized)
+17.92%
5 Years (annualized)
+5.94%
10 Years (annualized)
+13.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSGLX 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 Index(^RUT)
This Mutual Fund (YTD)
+14.08%
Peer Avg (YTD)
+10.34%
vs Peers
+3.73%

MSGLX Mutual Fund Performance

MSGLX performance across multiple time periods: 1-month -4.15%, YTD 14.08%, 1-year 21.18%, 3-year 17.92%, 5-year 5.94%, 10-year 13.07%.

MSGLX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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