MSAAX Mutual Fund

MSAAX Mutual Fund

NAV$22.45
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Returns Overview

1 Month
-2.68%
3 Months
+3.22%
6 Months
+6.14%
YTD
+14.02%
1 Year
+28.00%
3 Years (annualized)
+16.45%
5 Years (annualized)
+6.24%
10 Years (annualized)
+8.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSAAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+14.02%
Peer Avg (YTD)
+9.42%
vs Peers
+4.60%

MSAAX Mutual Fund Performance

MSAAX performance across multiple time periods: 1-month -2.68%, YTD 14.02%, 1-year 28.00%, 3-year 16.45%, 5-year 6.24%, 10-year 8.72%.

MSAAX returns outperform the peer average of 9.42% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

MSAAX vs another fund shows side-by-side returns. MSAAX alternatives are available in the Mutual Fund Screener.