MSBYX Mutual Fund

MSBYX Mutual Fund

NAV$9.15
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Returns Overview

1 Month
-0.64%
3 Months
+0.03%
6 Months
+0.72%
YTD
+0.96%
1 Year
+1.88%
3 Years (annualized)
+5.91%
5 Years (annualized)
+1.88%
10 Years (annualized)
+2.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSBYX 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
Bloomberg Barclays 1-3 Year Government Bond Index(^BBYGGBI)
This Mutual Fund (YTD)
+0.96%
Peer Avg (YTD)
+0.50%
vs Peers
+0.46%

MSBYX Mutual Fund Performance

MSBYX performance across multiple time periods: 1-month -0.64%, YTD 0.96%, 1-year 1.88%, 3-year 5.91%, 5-year 1.88%, 10-year 2.25%.

MSBYX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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