MSDCX Mutual Fund

NAV$8.99

Returns Overview

3 Months
+1.10%
6 Months
+1.37%
YTD
+3.58%
1 Year
+3.84%
3 Years (annualized)
+3.83%
5 Years (annualized)
+0.19%
10 Years (annualized)
+0.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSDCX 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
Bloomberg Barclays 1-3 Year Government Bond Index(^BBYGGBI)
This Mutual Fund (YTD)
+3.58%
Peer Avg (YTD)
+5.26%
vs Peers
-1.68%

MSDCX Mutual Fund Performance

MSDCX performance across multiple time periods: YTD 3.58%, 1-year 3.84%, 3-year 3.83%, 5-year 0.19%, 10-year 0.53%.

MSDCX returns trail the peer average of 5.26% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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