MSALX Mutual Fund

MSALX Mutual Fund

NAV$24.25
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Returns Overview

1 Month
-0.54%
3 Months
-4.84%
6 Months
-1.84%
YTD
-5.29%
1 Year
-5.66%
3 Years (annualized)
+11.64%
5 Years (annualized)
-2.64%
10 Years (annualized)
+8.15%

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
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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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World ex USA Net Index
This Mutual Fund (YTD)
-5.29%
Peer Avg (YTD)
+5.23%
vs Peers
-10.52%

MSALX Mutual Fund Performance

MSALX performance across multiple time periods: 1-month -0.54%, YTD -5.29%, 1-year -5.66%, 3-year 11.64%, 5-year -2.64%, 10-year 8.15%.

MSALX returns trail the peer average of 5.23% 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.