MSRFX Mutual Fund

NAV$17.59

Returns Overview

1 Month
+2.97%
3 Months
+14.55%
6 Months
+7.85%
YTD
+7.38%
1 Year
+12.40%
3 Years (annualized)
+7.23%
5 Years (annualized)
+2.61%
10 Years (annualized)
+0.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSRFX 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
MSCI Frontier Markets/MSCI Frontier EmergingMarkets Blend Index
This Mutual Fund (YTD)
+7.38%
Peer Avg (YTD)
+13.86%
vs Peers
-6.48%

MSRFX Mutual Fund Performance

MSRFX performance across multiple time periods: 1-month 2.97%, YTD 7.38%, 1-year 12.40%, 3-year 7.23%, 5-year 2.61%, 10-year 0.51%.

MSRFX returns trail the peer average of 13.86% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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