MSEPX Mutual Fund

MSEPX Mutual Fund

NAV$15.39
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Returns Overview

1 Month
-0.13%
3 Months
-3.89%
6 Months
+23.50%
YTD
+24.47%
1 Year
+34.62%
3 Years (annualized)
+23.93%
5 Years (annualized)
+6.92%
10 Years (annualized)
+7.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSEPX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+24.47%
Peer Avg (YTD)
+20.48%
vs Peers
+3.99%

MSEPX Mutual Fund Performance

MSEPX performance across multiple time periods: 1-month -0.13%, YTD 24.47%, 1-year 34.62%, 3-year 23.93%, 5-year 6.92%, 10-year 7.45%.

MSEPX returns outperform the peer average of 20.48% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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