MSFKX Mutual Fund

MSFKX Mutual Fund

NAV$19.78
See how much of MSFKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.85%
3 Months
-0.49%
6 Months
+1.50%
YTD
+2.31%
1 Year
+5.08%
3 Years (annualized)
+9.70%
5 Years (annualized)
+5.00%
10 Years (annualized)
+7.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSFKX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.31%
Peer Avg (YTD)
+4.96%
vs Peers
-2.66%

MSFKX Mutual Fund Performance

MSFKX performance across multiple time periods: 1-month -4.85%, YTD 2.31%, 1-year 5.08%, 3-year 9.70%, 5-year 5.00%, 10-year 7.39%.

MSFKX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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