MSFBX Mutual Fund

MSFBX Mutual Fund

NAV$27.34
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Returns Overview

1 Month
-5.04%
3 Months
+3.82%
6 Months
+4.56%
YTD
-7.18%
1 Year
-11.28%
3 Years (annualized)
+2.51%
5 Years (annualized)
+1.30%
10 Years (annualized)
+7.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSFBX 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
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📉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)
-7.18%
Peer Avg (YTD)
+8.68%
vs Peers
-15.86%

MSFBX Mutual Fund Performance

MSFBX performance across multiple time periods: 1-month -5.04%, YTD -7.18%, 1-year -11.28%, 3-year 2.51%, 5-year 1.30%, 10-year 7.95%.

MSFBX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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