MSYEX Mutual Fund

MSYEX Mutual Fund

NAV$8.42
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Returns Overview

1 Month
+0.49%
3 Months
+0.20%
6 Months
+0.00%
YTD
+1.74%
1 Year
+3.76%
3 Years (annualized)
+7.29%
5 Years (annualized)
+3.64%
10 Years (annualized)
+3.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSYEX 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
ICE BofA US Dollar 3-Month Deposit Offered Rate Constant Maturity Index(ICEBOFAUSD3MDORCMI)
This Mutual Fund (YTD)
+1.74%
Peer Avg (YTD)
+2.15%
vs Peers
-0.42%

MSYEX Mutual Fund Performance

MSYEX performance across multiple time periods: 1-month 0.49%, YTD 1.74%, 1-year 3.76%, 3-year 7.29%, 5-year 3.64%, 10-year 3.96%.

MSYEX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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