MSMBX Mutual Fund

MSMBX Mutual Fund

NAV$20.63
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Returns Overview

1 Month
-0.05%
3 Months
-3.55%
6 Months
+22.93%
YTD
+23.61%
1 Year
+35.81%
3 Years (annualized)
+24.69%
5 Years (annualized)
+7.73%
10 Years (annualized)
+8.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSMBX 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)
+23.61%
Peer Avg (YTD)
+18.35%
vs Peers
+5.26%

MSMBX Mutual Fund Performance

MSMBX performance across multiple time periods: 1-month -0.05%, YTD 23.61%, 1-year 35.81%, 3-year 24.69%, 5-year 7.73%, 10-year 8.36%.

MSMBX returns outperform the peer average of 18.35% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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