MSFHX Mutual Fund

NAV$20.27

Returns Overview

1 Month
+2.53%
3 Months
+3.31%
6 Months
+2.43%
YTD
+4.59%
1 Year
+9.12%
3 Years (annualized)
+7.90%
5 Years (annualized)
+4.34%
10 Years (annualized)
+6.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSFHX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.59%
Peer Avg (YTD)
+5.87%
vs Peers
-1.27%

MSFHX Mutual Fund Performance

MSFHX performance across multiple time periods: 1-month 2.53%, YTD 4.59%, 1-year 9.12%, 3-year 7.90%, 5-year 4.34%, 10-year 6.85%.

MSFHX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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