MSDLX Mutual Fund

MSDLX Mutual Fund

NAV$20.09
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Returns Overview

1 Month
-0.55%
3 Months
+1.39%
6 Months
+3.08%
YTD
+5.28%
1 Year
+12.74%
3 Years (annualized)
+10.71%
5 Years (annualized)
+4.42%
10 Years (annualized)
+7.21%

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)
+5.28%
Peer Avg (YTD)
+5.54%
vs Peers
-0.25%

MSDLX Mutual Fund Performance

MSDLX performance across multiple time periods: 1-month -0.55%, YTD 5.28%, 1-year 12.74%, 3-year 10.71%, 5-year 4.42%, 10-year 7.21%.

MSDLX returns trail the peer average of 5.54% 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.