MSPRX Mutual Fund

MSPRX Mutual Fund

NAV$23.76
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Returns Overview

1 Month
-1.40%
3 Months
+0.56%
6 Months
+11.33%
YTD
-2.06%
1 Year
-9.70%
3 Years (annualized)
+21.02%
5 Years (annualized)
-2.60%
10 Years (annualized)
+10.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSPRX 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)
-2.06%
Peer Avg (YTD)
+16.41%
vs Peers
-18.47%

MSPRX Mutual Fund Performance

MSPRX performance across multiple time periods: 1-month -1.40%, YTD -2.06%, 1-year -9.70%, 3-year 21.02%, 5-year -2.60%, 10-year 10.49%.

MSPRX returns trail the peer average of 16.41% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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