MSSIX Mutual Fund

NAV$22.64

Returns Overview

1 Month
-2.98%
3 Months
+8.09%
6 Months
+10.96%
YTD
+10.13%
1 Year
+28.83%
3 Years (annualized)
+21.51%
5 Years (annualized)
+8.84%
10 Years (annualized)
+10.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSSIX 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
S&P Developed Ex-U.S. SmallCap Total Return USD(^SPWUSSUP)
This Mutual Fund (YTD)
+10.13%
Peer Avg (YTD)
+9.16%
vs Peers
+0.97%

MSSIX Mutual Fund Performance

MSSIX performance across multiple time periods: 1-month -2.98%, YTD 10.13%, 1-year 28.83%, 3-year 21.51%, 5-year 8.84%, 10-year 10.92%.

MSSIX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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