MSDLX Mutual Fund

MSDLX Mutual Fund

NAV$19.30
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Returns Overview

1 Month
-1.47%
3 Months
-1.72%
6 Months
-0.36%
YTD
+3.47%
1 Year
+4.71%
3 Years (annualized)
+13.21%
5 Years (annualized)
+4.01%
10 Years (annualized)
+6.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSDLX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Customized MSIM Global Allocation Index
This Mutual Fund (YTD)
+3.47%
Peer Avg (YTD)
+5.30%
vs Peers
-1.83%

MSDLX Mutual Fund Performance

MSDLX performance across multiple time periods: 1-month -1.47%, YTD 3.47%, 1-year 4.71%, 3-year 13.21%, 5-year 4.01%, 10-year 6.29%.

MSDLX returns trail the peer average of 5.30% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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