MFSIX Mutual Fund

MFSIX Mutual Fund

NAV$11.20
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Returns Overview

1 Month
-1.72%
3 Months
-1.33%
6 Months
+1.09%
YTD
+2.79%
1 Year
+14.56%
3 Years (annualized)
+8.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFSIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.79%
Peer Avg (YTD)
+2.18%
vs Peers
+0.61%

MFSIX Mutual Fund Performance

MFSIX performance across multiple time periods: 1-month -1.72%, YTD 2.79%, 1-year 14.56%, 3-year 8.52%.

MFSIX returns outperform the peer average of 2.18% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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