MSFAX Mutual Fund

NAV$28.50

Returns Overview

1 Month
-2.77%
3 Months
+0.80%
6 Months
-11.30%
YTD
-10.45%
1 Year
-17.05%
3 Years (annualized)
-0.07%
5 Years (annualized)
+0.50%
10 Years (annualized)
+7.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSFAX 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 World Net Index(.dMIWO00000NGB)
This Mutual Fund (YTD)
-10.45%
Peer Avg (YTD)
+8.97%
vs Peers
-19.42%

MSFAX Mutual Fund Performance

MSFAX performance across multiple time periods: 1-month -2.77%, YTD -10.45%, 1-year -17.05%, 3-year -0.07%, 5-year 0.50%, 10-year 7.95%.

MSFAX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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