MSEFX Mutual Fund

NAV$12.53

Returns Overview

1 Month
-2.64%
3 Months
+7.27%
6 Months
+0.17%
YTD
+0.17%
1 Year
-0.98%
3 Years (annualized)
+3.43%
5 Years (annualized)
-1.40%
10 Years (annualized)
+7.17%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+0.17%
Peer Avg (YTD)
+9.51%
vs Peers
-9.34%

MSEFX Mutual Fund Performance

MSEFX performance across multiple time periods: 1-month -2.64%, YTD 0.17%, 1-year -0.98%, 3-year 3.43%, 5-year -1.40%, 10-year 7.17%.

MSEFX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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