MSFRX Mutual Fund

NAV$20.21

Returns Overview

1 Month
+2.90%
3 Months
+2.90%
6 Months
+2.38%
YTD
+4.39%
1 Year
+9.14%
3 Years (annualized)
+7.91%
5 Years (annualized)
+4.32%
10 Years (annualized)
+6.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSFRX 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%

MSFRX Mutual Fund Performance

MSFRX performance across multiple time periods: 1-month 2.90%, YTD 4.39%, 1-year 9.14%, 3-year 7.91%, 5-year 4.32%, 10-year 6.86%.

MSFRX 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.

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