MSFRX Mutual Fund

MSFRX Mutual Fund

NAV$20.65
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Returns Overview

1 Month
+2.64%
3 Months
+3.06%
6 Months
+3.17%
YTD
+5.41%
1 Year
+11.85%
3 Years (annualized)
+9.42%
5 Years (annualized)
+4.62%
10 Years (annualized)
+6.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSFRX 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)
+5.41%
Peer Avg (YTD)
+5.54%
vs Peers
-0.13%

MSFRX Mutual Fund Performance

MSFRX performance across multiple time periods: 1-month 2.64%, YTD 5.41%, 1-year 11.85%, 3-year 9.42%, 5-year 4.62%, 10-year 6.91%.

MSFRX 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.

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