MSMTX Mutual Fund

NAV$7.94

Returns Overview

1 Month
+1.30%
3 Months
+1.72%
6 Months
+4.67%
YTD
+4.67%
1 Year
+8.62%
3 Years (annualized)
+4.65%
5 Years (annualized)
+2.14%
10 Years (annualized)
+2.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSMTX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+4.67%
Peer Avg (YTD)
+2.93%
vs Peers
+1.74%

MSMTX Mutual Fund Performance

MSMTX performance across multiple time periods: 1-month 1.30%, YTD 4.67%, 1-year 8.62%, 3-year 4.65%, 5-year 2.14%, 10-year 2.58%.

MSMTX returns outperform the peer average of 2.93% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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