MSERX Mutual Fund

NAV$9.48

Returns Overview

1 Month
+6.92%
3 Months
+25.99%
6 Months
+29.45%
YTD
+27.45%
1 Year
+6.00%
3 Years (annualized)
+11.04%
5 Years (annualized)
+2.63%
10 Years (annualized)
+8.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSERX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+27.45%
Peer Avg (YTD)
+18.52%
vs Peers
+8.92%

MSERX Mutual Fund Performance

MSERX performance across multiple time periods: 1-month 6.92%, YTD 27.45%, 1-year 6.00%, 3-year 11.04%, 5-year 2.63%, 10-year 8.35%.

MSERX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

MSERX performance comparison shows side-by-side returns with another fund. MSERX alternatives are available in the Mutual Fund Screener.