MSEPX Mutual Fund

MSEPX Mutual Fund

NAV$15.91
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Returns Overview

1 Month
-7.84%
3 Months
+2.85%
6 Months
+13.12%
YTD
+22.34%
1 Year
+40.55%
3 Years (annualized)
+19.60%
5 Years (annualized)
+6.88%
10 Years (annualized)
+7.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSEPX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+22.34%
Peer Avg (YTD)
+17.66%
vs Peers
+4.68%

MSEPX Mutual Fund Performance

MSEPX performance across multiple time periods: 1-month -7.84%, YTD 22.34%, 1-year 40.55%, 3-year 19.60%, 5-year 6.88%, 10-year 7.17%.

MSEPX returns outperform the peer average of 17.66% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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