MSMIX Mutual Fund

MSMIX Mutual Fund

NAV$35.15
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Returns Overview

1 Month
-4.21%
3 Months
+1.73%
6 Months
+9.75%
YTD
+8.70%
1 Year
+14.44%
3 Years (annualized)
+14.75%
5 Years (annualized)
+9.25%
10 Years (annualized)
+12.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSMIX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.70%
Peer Avg (YTD)
+10.00%
vs Peers
-1.30%

MSMIX Mutual Fund Performance

MSMIX performance across multiple time periods: 1-month -4.21%, YTD 8.70%, 1-year 14.44%, 3-year 14.75%, 5-year 9.25%, 10-year 12.50%.

MSMIX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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