MSHPX Mutual Fund

MSHPX Mutual Fund

NAV$13.71
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Returns Overview

1 Month
-3.90%
3 Months
+0.89%
6 Months
+5.52%
YTD
+3.67%
1 Year
+1.51%
3 Years (annualized)
+14.65%
5 Years (annualized)
+8.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSHPX 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)
+3.67%
Peer Avg (YTD)
+8.68%
vs Peers
-5.01%

MSHPX Mutual Fund Performance

MSHPX performance across multiple time periods: 1-month -3.90%, YTD 3.67%, 1-year 1.51%, 3-year 14.65%, 5-year 8.19%.

MSHPX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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