MSEXX Mutual Fund

MSEXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.22%
3 Months
+0.45%
6 Months
+0.90%
YTD
+0.90%
1 Year
+2.51%
3 Years (annualized)
+3.05%
5 Years (annualized)
+2.32%
10 Years (annualized)
+1.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSEXX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P US Treasury Bill 0-3(^SPBDUB3T:SP)
This Mutual Fund (YTD)
+0.90%
Peer Avg (YTD)
+1.70%
vs Peers
-0.79%

MSEXX Mutual Fund Performance

MSEXX performance across multiple time periods: 1-month 0.22%, YTD 0.90%, 1-year 2.51%, 3-year 3.05%, 5-year 2.32%, 10-year 1.24%.

MSEXX returns trail the peer average of 1.70% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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