MSFAX Mutual Fund

MSFAX Mutual Fund

NAV$28.32
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Returns Overview

1 Month
-5.01%
3 Months
+3.88%
6 Months
+4.71%
YTD
-6.98%
1 Year
-11.04%
3 Years (annualized)
+2.77%
5 Years (annualized)
+1.55%
10 Years (annualized)
+8.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSFAX 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 World Net Index(.dMIWO00000NGB)
This Mutual Fund (YTD)
-6.98%
Peer Avg (YTD)
+8.68%
vs Peers
-15.66%

MSFAX Mutual Fund Performance

MSFAX performance across multiple time periods: 1-month -5.01%, YTD -6.98%, 1-year -11.04%, 3-year 2.77%, 5-year 1.55%, 10-year 8.87%.

MSFAX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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