MSMFX Mutual Fund

NAV$15.15

Returns Overview

1 Month
-4.49%
3 Months
+15.33%
6 Months
+1.96%
YTD
+1.07%
1 Year
-4.61%
3 Years (annualized)
+22.11%
5 Years (annualized)
+0.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSMFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+1.07%
Peer Avg (YTD)
+10.82%
vs Peers
-9.75%

MSMFX Mutual Fund Performance

MSMFX performance across multiple time periods: 1-month -4.49%, YTD 1.07%, 1-year -4.61%, 3-year 22.11%, 5-year 0.68%.

MSMFX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

MSMFX performance comparison shows side-by-side returns with another fund. MSMFX alternatives are available in the Mutual Fund Screener.