MSDIX Mutual Fund

MSDIX Mutual Fund

NAV$8.38
See how much of MSDIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.13%
3 Months
-0.88%
6 Months
-0.97%
YTD
+0.30%
1 Year
+1.01%
3 Years (annualized)
+7.47%
5 Years (annualized)
+3.32%
10 Years (annualized)
+3.57%

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)
+0.30%
Peer Avg (YTD)
+2.28%
vs Peers
-1.99%

MSDIX Mutual Fund Performance

MSDIX performance across multiple time periods: 1-month 1.13%, YTD 0.30%, 1-year 1.01%, 3-year 7.47%, 5-year 3.32%, 10-year 3.57%.

MSDIX returns trail the peer average of 2.28% 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.