MSALX Mutual Fund

MSALX Mutual Fund

NAV$25.62
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Returns Overview

1 Month
-2.02%
3 Months
+3.15%
6 Months
-0.16%
YTD
+0.16%
1 Year
+5.08%
3 Years (annualized)
+5.77%
5 Years (annualized)
-1.37%
10 Years (annualized)
+8.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSALX 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 USA Net Index
This Mutual Fund (YTD)
+0.16%
Peer Avg (YTD)
+6.23%
vs Peers
-6.07%

MSALX Mutual Fund Performance

MSALX performance across multiple time periods: 1-month -2.02%, YTD 0.16%, 1-year 5.08%, 3-year 5.77%, 5-year -1.37%, 10-year 8.63%.

MSALX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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