MSEFX Mutual Fund

MSEFX Mutual Fund

NAV$12.39
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Returns Overview

1 Month
-0.16%
3 Months
-0.08%
6 Months
+3.71%
YTD
+4.24%
1 Year
+3.97%
3 Years (annualized)
+16.79%
5 Years (annualized)
+3.41%
10 Years (annualized)
+9.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSEFX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+4.24%
Peer Avg (YTD)
+9.28%
vs Peers
-5.04%

MSEFX Mutual Fund Performance

MSEFX performance across multiple time periods: 1-month -0.16%, YTD 4.24%, 1-year 3.97%, 3-year 16.79%, 5-year 3.41%, 10-year 9.64%.

MSEFX returns trail the peer average of 9.28% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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