MSHAX Mutual Fund

MSHAX Mutual Fund

NAV$9.17
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Returns Overview

1 Month
+0.20%
3 Months
+0.39%
6 Months
+0.55%
YTD
+1.08%
1 Year
+3.25%
3 Years (annualized)
+5.81%
5 Years (annualized)
+1.76%
10 Years (annualized)
+2.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSHAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year Government Bond Index(^BBYGGBI)
This Mutual Fund (YTD)
+1.08%
Peer Avg (YTD)
+0.12%
vs Peers
+0.96%

MSHAX Mutual Fund Performance

MSHAX performance across multiple time periods: 1-month 0.20%, YTD 1.08%, 1-year 3.25%, 3-year 5.81%, 5-year 1.76%, 10-year 2.01%.

MSHAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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