MSSMX Mutual Fund

MSSMX Mutual Fund

NAV$11.05
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Returns Overview

1 Month
-0.95%
3 Months
+1.60%
6 Months
+26.21%
YTD
+6.80%
1 Year
-6.37%
3 Years (annualized)
+15.15%
5 Years (annualized)
-7.14%
10 Years (annualized)
+12.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSSMX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.80%
Peer Avg (YTD)
+10.34%
vs Peers
-3.54%

MSSMX Mutual Fund Performance

MSSMX performance across multiple time periods: 1-month -0.95%, YTD 6.80%, 1-year -6.37%, 3-year 15.15%, 5-year -7.14%, 10-year 12.82%.

MSSMX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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