MSFAX Mutual Fund

MSFAX Mutual Fund

NAV$28.91
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Returns Overview

1 Month
+6.16%
3 Months
+1.12%
6 Months
-2.85%
YTD
-4.94%
1 Year
-10.65%
3 Years (annualized)
+1.59%
5 Years (annualized)
+1.13%
10 Years (annualized)
+8.54%

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
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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 World Net Index(.dMIWO00000NGB)
This Mutual Fund (YTD)
-4.94%
Peer Avg (YTD)
+6.23%
vs Peers
-11.17%

MSFAX Mutual Fund Performance

MSFAX performance across multiple time periods: 1-month 6.16%, YTD -4.94%, 1-year -10.65%, 3-year 1.59%, 5-year 1.13%, 10-year 8.54%.

MSFAX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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