MSBWX Mutual Fund

MSBWX Mutual Fund

NAV$11.20
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Returns Overview

1 Month
-0.41%
3 Months
-3.07%
6 Months
-5.90%
YTD
-2.14%
1 Year
-2.48%
3 Years (annualized)
+7.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSBWX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-2.14%
Peer Avg (YTD)
+15.68%
vs Peers
-17.82%

MSBWX Mutual Fund Performance

MSBWX performance across multiple time periods: 1-month -0.41%, YTD -2.14%, 1-year -2.48%, 3-year 7.99%.

MSBWX returns trail the peer average of 15.68% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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