MSFKX Mutual Fund

NAV$20.21

Returns Overview

1 Month
+2.95%
3 Months
+2.90%
6 Months
+2.38%
YTD
+4.39%
1 Year
+9.49%
3 Years (annualized)
+8.25%
5 Years (annualized)
+4.61%
10 Years (annualized)
+7.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSFKX 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)
+4.39%
Peer Avg (YTD)
+5.87%
vs Peers
-1.48%

MSFKX Mutual Fund Performance

MSFKX performance across multiple time periods: 1-month 2.95%, YTD 4.39%, 1-year 9.49%, 3-year 8.25%, 5-year 4.61%, 10-year 7.17%.

MSFKX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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