MSDKX Mutual Fund

NAV$12.90

Returns Overview

1 Month
+0.40%
3 Months
+8.10%
6 Months
+3.63%
YTD
+3.21%
1 Year
+1.25%
3 Years (annualized)
+6.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSDKX 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
MSCI AC World Index ex USA Net
This Mutual Fund (YTD)
+3.21%
Peer Avg (YTD)
+9.13%
vs Peers
-5.92%

MSDKX Mutual Fund Performance

MSDKX performance across multiple time periods: 1-month 0.40%, YTD 3.21%, 1-year 1.25%, 3-year 6.71%.

MSDKX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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