MSFBX Mutual Fund

MSFBX Mutual Fund

NAV$26.74
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Returns Overview

1 Month
+3.00%
3 Months
+6.24%
6 Months
+1.61%
YTD
-2.25%
1 Year
-8.38%
3 Years (annualized)
+2.51%
5 Years (annualized)
+1.30%
10 Years (annualized)
+7.95%

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)
-2.25%
Peer Avg (YTD)
+8.51%
vs Peers
-10.76%

MSFBX Mutual Fund Performance

MSFBX performance across multiple time periods: 1-month 3.00%, YTD -2.25%, 1-year -8.38%, 3-year 2.51%, 5-year 1.30%, 10-year 7.95%.

MSFBX returns trail the peer average of 8.51% 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.