MSDIX Mutual Fund

MSDIX Mutual Fund

NAV$8.68
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Returns Overview

1 Month
-0.66%
3 Months
-0.09%
6 Months
+0.68%
YTD
+1.19%
1 Year
+4.61%
3 Years (annualized)
+6.98%
5 Years (annualized)
+3.51%
10 Years (annualized)
+3.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSDIX 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
ICE BofA US Dollar 3-Month Deposit Offered Rate Constant Maturity Index(ICEBOFAUSD3MDORCMI)
This Mutual Fund (YTD)
+1.19%
Peer Avg (YTD)
+0.12%
vs Peers
+1.07%

MSDIX Mutual Fund Performance

MSDIX performance across multiple time periods: 1-month -0.66%, YTD 1.19%, 1-year 4.61%, 3-year 6.98%, 5-year 3.51%, 10-year 3.90%.

MSDIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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