MSHIX Mutual Fund

MSHIX Mutual Fund

NAV$9.78
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Returns Overview

1 Month
-1.84%
3 Months
-0.86%
6 Months
+1.81%
YTD
+1.17%
1 Year
+3.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSHIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+1.17%
Peer Avg (YTD)
+0.50%
vs Peers
+0.67%

MSHIX Mutual Fund Performance

MSHIX performance across multiple time periods: 1-month -1.84%, YTD 1.17%, 1-year 3.05%.

MSHIX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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