MSEPX Mutual Fund

NAV$15.43

Returns Overview

1 Month
+1.48%
3 Months
+28.49%
6 Months
+32.74%
YTD
+29.50%
1 Year
+52.44%
3 Years (annualized)
+24.76%
5 Years (annualized)
+7.55%
10 Years (annualized)
+8.55%

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
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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+29.50%
Peer Avg (YTD)
+23.08%
vs Peers
+6.43%

MSEPX Mutual Fund Performance

MSEPX performance across multiple time periods: 1-month 1.48%, YTD 29.50%, 1-year 52.44%, 3-year 24.76%, 5-year 7.55%, 10-year 8.55%.

MSEPX returns outperform the peer average of 23.08% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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