MSSIX Mutual Fund

MSSIX Mutual Fund

NAV$21.62
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Returns Overview

1 Month
+4.45%
3 Months
-0.31%
6 Months
-1.04%
YTD
+13.16%
1 Year
+23.66%
3 Years (annualized)
+21.02%
5 Years (annualized)
+7.83%
10 Years (annualized)
+10.33%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Developed Ex-U.S. SmallCap Total Return USD(^SPWUSSUP)
This Mutual Fund (YTD)
+13.16%
Peer Avg (YTD)
+9.98%
vs Peers
+3.19%

MSSIX Mutual Fund Performance

MSSIX performance across multiple time periods: 1-month 4.45%, YTD 13.16%, 1-year 23.66%, 3-year 21.02%, 5-year 7.83%, 10-year 10.33%.

MSSIX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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