MSFBX Mutual Fund

NAV$27.34

Returns Overview

1 Month
-2.83%
3 Months
+0.71%
6 Months
-11.44%
YTD
-10.59%
1 Year
-17.29%
3 Years (annualized)
-0.33%
5 Years (annualized)
+0.24%
10 Years (annualized)
+7.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSFBX 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
MSCI World Net Index(.dMIWO00000NGB)
This Mutual Fund (YTD)
-10.59%
Peer Avg (YTD)
+8.97%
vs Peers
-19.57%

MSFBX Mutual Fund Performance

MSFBX performance across multiple time periods: 1-month -2.83%, YTD -10.59%, 1-year -17.29%, 3-year -0.33%, 5-year 0.24%, 10-year 7.05%.

MSFBX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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