MSFRX Mutual Fund

MSFRX Mutual Fund

NAV$20.52
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Returns Overview

1 Month
+5.21%
3 Months
+1.86%
6 Months
+4.98%
YTD
+7.37%
1 Year
+11.48%
3 Years (annualized)
+12.90%
5 Years (annualized)
+5.37%
10 Years (annualized)
+7.66%

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)
+7.37%
Peer Avg (YTD)
+5.30%
vs Peers
+2.07%

MSFRX Mutual Fund Performance

MSFRX performance across multiple time periods: 1-month 5.21%, YTD 7.37%, 1-year 11.48%, 3-year 12.90%, 5-year 5.37%, 10-year 7.66%.

MSFRX 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.

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