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MM Equity Asset I (MSEJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.43-0.03 (-0.35%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.28%
5-year average return16.43%
Number of years up5
Number of years down2
Best 1-yr total return (27 Jun 2024)31.66%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return31.66%
Worst 3-yr total return8.80%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMSEJXCategory
YTD12.14%5.31%
1-month5.04%-4.19%
3-month4.36%3.90%
1-year29.91%20.31%
3-year10.50%6.48%
5-year17.19%11.78%
10-year0.00%10.96%
Last bull market26.36%25.56%
Last bear market-16.13%-15.11%

Annual total return (%) history

Year
MSEJXCategory
2024
N/AN/A
2023
28.23%22.32%
2022
-18.11%-16.96%
2021
30.53%26.07%
2020
20.50%15.83%
2019
31.66%28.78%
2018
-9.55%-6.27%
2017
22.14%20.44%
2016
N/A10.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.90%N/AN/AN/A
20238.05%9.17%-2.62%11.64%
2022-4.38%-16.13%-4.50%6.92%
20217.02%8.82%0.00%12.09%
2020-19.51%21.97%9.19%12.41%
201913.33%4.28%1.28%10.00%
2018-0.85%1.46%4.39%-13.86%
20176.06%4.15%4.87%5.44%
20161.16%N/AN/AN/A

Rank in category (by total return)

YTD20
1-month23
3-month18
1-year19
3-year8
5-year4

Load adjusted returns

1-year29.91%
3-year10.50%
5-year17.19%
10-yearN/A