MSALX Mutual Fund

NAV$25.90

Returns Overview

1 Month
+1.58%
3 Months
+11.86%
6 Months
+2.22%
YTD
+1.58%
1 Year
+0.63%
3 Years (annualized)
+6.46%
5 Years (annualized)
+0.59%
10 Years (annualized)
+10.54%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World ex USA Net Index
This Mutual Fund (YTD)
+1.58%
Peer Avg (YTD)
+8.97%
vs Peers
-7.39%

MSALX Mutual Fund Performance

MSALX performance across multiple time periods: 1-month 1.58%, YTD 1.58%, 1-year 0.63%, 3-year 6.46%, 5-year 0.59%, 10-year 10.54%.

MSALX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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