MSEFX Mutual Fund

MSEFX Mutual Fund

NAV$12.71
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Returns Overview

1 Month
+4.15%
3 Months
+3.80%
6 Months
+4.86%
YTD
+4.33%
1 Year
+7.12%
3 Years (annualized)
+4.81%
5 Years (annualized)
-0.68%
10 Years (annualized)
+7.15%

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)
+4.33%
Peer Avg (YTD)
+9.41%
vs Peers
-5.09%

MSEFX Mutual Fund Performance

MSEFX performance across multiple time periods: 1-month 4.15%, YTD 4.33%, 1-year 7.12%, 3-year 4.81%, 5-year -0.68%, 10-year 7.15%.

MSEFX returns trail the peer average of 9.41% 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.