MSAZX Mutual Fund

MSAZX Mutual Fund

NAV$32.50
See how much of MSAZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.15%
3 Months
-0.34%
6 Months
+3.51%
YTD
+6.93%
1 Year
+7.02%
3 Years (annualized)
+22.89%
5 Years (annualized)
+11.31%
10 Years (annualized)
+13.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSAZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.93%
Peer Avg (YTD)
+7.13%
vs Peers
-0.19%

MSAZX Mutual Fund Performance

MSAZX performance across multiple time periods: 1-month -2.15%, YTD 6.93%, 1-year 7.02%, 3-year 22.89%, 5-year 11.31%, 10-year 13.90%.

MSAZX returns trail the peer average of 7.13% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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