MSFHX Mutual Fund

MSFHX Mutual Fund

NAV$20.27
See how much of MSFHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.64%
3 Months
+3.01%
6 Months
+3.17%
YTD
+5.40%
1 Year
+11.77%
3 Years (annualized)
+9.40%
5 Years (annualized)
+5.41%
10 Years (annualized)
+7.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSFHX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.40%
Peer Avg (YTD)
+5.54%
vs Peers
-0.14%

MSFHX Mutual Fund Performance

MSFHX performance across multiple time periods: 1-month 2.64%, YTD 5.40%, 1-year 11.77%, 3-year 9.40%, 5-year 5.41%, 10-year 7.31%.

MSFHX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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