MSYEX Mutual Fund

NAV$8.73

Returns Overview

1 Month
-0.46%
3 Months
-0.80%
6 Months
-1.36%
YTD
-1.36%
1 Year
+5.37%
3 Years (annualized)
+7.63%
5 Years (annualized)
+3.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSYEX 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
ICE BofA US Dollar 3-Month Deposit Offered Rate Constant Maturity Index(ICEBOFAUSD3MDORCMI)
This Mutual Fund (YTD)
-1.36%
Peer Avg (YTD)
+3.23%
vs Peers
-4.58%

MSYEX Mutual Fund Performance

MSYEX performance across multiple time periods: 1-month -0.46%, YTD -1.36%, 1-year 5.37%, 3-year 7.63%, 5-year 3.76%.

MSYEX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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