MSFHX Mutual Fund

MSFHX Mutual Fund

NAV$20.41
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Returns Overview

1 Month
+5.45%
3 Months
+1.91%
6 Months
+5.23%
YTD
+7.42%
1 Year
+11.46%
3 Years (annualized)
+12.90%
5 Years (annualized)
+5.36%
10 Years (annualized)
+7.66%

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
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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)
+7.42%
Peer Avg (YTD)
+5.30%
vs Peers
+2.11%

MSFHX Mutual Fund Performance

MSFHX performance across multiple time periods: 1-month 5.45%, YTD 7.42%, 1-year 11.46%, 3-year 12.90%, 5-year 5.36%, 10-year 7.66%.

MSFHX returns outperform the peer average of 5.30% 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.