MSERX Mutual Fund

MSERX Mutual Fund

NAV$9.04
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Returns Overview

1 Month
+0.87%
3 Months
-0.22%
6 Months
+12.01%
YTD
+20.81%
1 Year
+29.41%
3 Years (annualized)
+17.76%
5 Years (annualized)
+5.79%
10 Years (annualized)
+12.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSERX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+20.81%
Peer Avg (YTD)
+15.20%
vs Peers
+5.61%

MSERX Mutual Fund Performance

MSERX performance across multiple time periods: 1-month 0.87%, YTD 20.81%, 1-year 29.41%, 3-year 17.76%, 5-year 5.79%, 10-year 12.90%.

MSERX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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