MSMIX Mutual Fund

MSMIX Mutual Fund

NAV$34.54
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Returns Overview

1 Month
+4.38%
3 Months
+5.23%
6 Months
+9.24%
YTD
+11.54%
1 Year
+22.31%
3 Years (annualized)
+13.01%
5 Years (annualized)
+9.30%
10 Years (annualized)
+12.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSMIX 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
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📉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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.54%
Peer Avg (YTD)
+11.41%
vs Peers
+0.12%

MSMIX Mutual Fund Performance

MSMIX performance across multiple time periods: 1-month 4.38%, YTD 11.54%, 1-year 22.31%, 3-year 13.01%, 5-year 9.30%, 10-year 12.35%.

MSMIX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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