MSDVX Mutual Fund

MSDVX Mutual Fund

NAV$22.08
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Returns Overview

1 Month
+0.67%
3 Months
+7.42%
6 Months
+11.11%
YTD
+16.96%
1 Year
+23.99%
3 Years (annualized)
+17.41%
5 Years (annualized)
+10.81%
10 Years (annualized)
+11.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSDVX 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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.96%
Peer Avg (YTD)
+12.44%
vs Peers
+4.52%

MSDVX Mutual Fund Performance

MSDVX performance across multiple time periods: 1-month 0.67%, YTD 16.96%, 1-year 23.99%, 3-year 17.41%, 5-year 10.81%, 10-year 11.57%.

MSDVX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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