MSFFX Mutual Fund

MSFFX Mutual Fund

NAV$20.61
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Returns Overview

1 Month
+2.58%
3 Months
+2.82%
6 Months
+2.79%
YTD
+4.91%
1 Year
+10.98%
3 Years (annualized)
+8.58%
5 Years (annualized)
+3.83%
10 Years (annualized)
+6.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSFFX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.91%
Peer Avg (YTD)
+5.54%
vs Peers
-0.63%

MSFFX Mutual Fund Performance

MSFFX performance across multiple time periods: 1-month 2.58%, YTD 4.91%, 1-year 10.98%, 3-year 8.58%, 5-year 3.83%, 10-year 6.09%.

MSFFX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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