MFSSX Mutual Fund

MFSSX Mutual Fund

NAV$9.55
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Returns Overview

1 Month
-0.30%
3 Months
-1.12%
6 Months
-1.36%
YTD
+0.52%
1 Year
+5.02%
3 Years (annualized)
+3.50%
5 Years (annualized)
+0.14%
10 Years (annualized)
+1.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFSSX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.52%
Peer Avg (YTD)
+0.15%
vs Peers
+0.37%

MFSSX Mutual Fund Performance

MFSSX performance across multiple time periods: 1-month -0.30%, YTD 0.52%, 1-year 5.02%, 3-year 3.50%, 5-year 0.14%, 10-year 1.74%.

MFSSX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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