MSFBX Mutual Fund

MSFBX Mutual Fund

NAV$26.73
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Returns Overview

1 Month
+6.14%
3 Months
+1.05%
6 Months
-2.99%
YTD
-5.10%
1 Year
-10.90%
3 Years (annualized)
+1.70%
5 Years (annualized)
+1.11%
10 Years (annualized)
+7.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSFBX 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
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📉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)
-5.10%
Peer Avg (YTD)
+6.23%
vs Peers
-11.34%

MSFBX Mutual Fund Performance

MSFBX performance across multiple time periods: 1-month 6.14%, YTD -5.10%, 1-year -10.90%, 3-year 1.70%, 5-year 1.11%, 10-year 7.74%.

MSFBX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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