MSPYX Mutual Fund

MSPYX Mutual Fund

NAV$9.11
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Returns Overview

1 Month
-5.16%
3 Months
-7.72%
6 Months
-4.76%
YTD
-5.15%
1 Year
-3.44%
3 Years (annualized)
+3.81%
5 Years (annualized)
-0.27%
10 Years (annualized)
+0.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSPYX 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
Custom Pennsylvania Index
This Mutual Fund (YTD)
-5.15%
Peer Avg (YTD)
-3.82%
vs Peers
-1.33%

MSPYX Mutual Fund Performance

MSPYX performance across multiple time periods: 1-month -5.16%, YTD -5.15%, 1-year -3.44%, 3-year 3.81%, 5-year -0.27%, 10-year 0.95%.

MSPYX returns trail the peer average of -3.82% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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