MSPTX Mutual Fund

MSPTX Mutual Fund

NAV$15.95
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Returns Overview

1 Month
-1.18%
3 Months
-0.06%
6 Months
+14.05%
YTD
-1.06%
1 Year
-11.56%
3 Years (annualized)
+24.16%
5 Years (annualized)
+4.11%
10 Years (annualized)
+17.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSPTX 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
PROUpgrade to run
🏦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
Lipper Global Multi-Cap Growth Funds Index
This Mutual Fund (YTD)
-1.06%
Peer Avg (YTD)
+8.68%
vs Peers
-9.74%

MSPTX Mutual Fund Performance

MSPTX performance across multiple time periods: 1-month -1.18%, YTD -1.06%, 1-year -11.56%, 3-year 24.16%, 5-year 4.11%, 10-year 17.23%.

MSPTX returns trail the peer average of 8.68% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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