MSHMX Mutual Fund

MSHMX Mutual Fund

NAV$13.68
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Returns Overview

1 Month
-3.91%
3 Months
+0.82%
6 Months
+5.46%
YTD
+3.52%
1 Year
+1.39%
3 Years (annualized)
+14.56%
5 Years (annualized)
+8.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSHMX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.52%
Peer Avg (YTD)
+8.68%
vs Peers
-5.16%

MSHMX Mutual Fund Performance

MSHMX performance across multiple time periods: 1-month -3.91%, YTD 3.52%, 1-year 1.39%, 3-year 14.56%, 5-year 8.12%.

MSHMX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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