MSMBX Mutual Fund

NAV$19.95

Returns Overview

1 Month
-11.21%
3 Months
-3.86%
6 Months
+6.06%
YTD
+11.27%
1 Year
+53.20%
3 Years (annualized)
+25.46%
5 Years (annualized)
+8.33%
10 Years (annualized)
+9.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSMBX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+11.27%
Peer Avg (YTD)
+21.71%
vs Peers
-10.44%

MSMBX Mutual Fund Performance

MSMBX performance across multiple time periods: 1-month -11.21%, YTD 11.27%, 1-year 53.20%, 3-year 25.46%, 5-year 8.33%, 10-year 9.47%.

MSMBX returns trail the peer average of 21.71% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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