MSFEX Mutual Fund

NAV$16.56

Returns Overview

1 Month
+2.77%
3 Months
+14.14%
6 Months
+7.16%
YTD
+6.60%
1 Year
+11.03%
3 Years (annualized)
+5.97%
5 Years (annualized)
+1.35%
10 Years (annualized)
-0.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSFEX 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 Frontier Markets/MSCI Frontier EmergingMarkets Blend Index
This Mutual Fund (YTD)
+6.60%
Peer Avg (YTD)
+13.86%
vs Peers
-7.26%

MSFEX Mutual Fund Performance

MSFEX performance across multiple time periods: 1-month 2.77%, YTD 6.60%, 1-year 11.03%, 3-year 5.97%, 5-year 1.35%, 10-year -0.67%.

MSFEX returns trail the peer average of 13.86% YTD. With an expense ratio of 2.35%, investors should weigh costs against performance when evaluating this mutual fund.

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