MSCDX Mutual Fund

NAV$21.05

Returns Overview

1 Month
+6.79%
3 Months
+20.73%
6 Months
+19.62%
YTD
+18.34%
1 Year
+28.41%
3 Years (annualized)
+16.51%
5 Years (annualized)
+10.61%
10 Years (annualized)
+11.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSCDX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.34%
Peer Avg (YTD)
+18.52%
vs Peers
-0.19%

MSCDX Mutual Fund Performance

MSCDX performance across multiple time periods: 1-month 6.79%, YTD 18.34%, 1-year 28.41%, 3-year 16.51%, 5-year 10.61%, 10-year 11.99%.

MSCDX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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