MSDVX Mutual Fund

NAV$22.55

Returns Overview

1 Month
+3.12%
3 Months
+13.75%
6 Months
+12.27%
YTD
+11.30%
1 Year
+23.59%
3 Years (annualized)
+15.37%
5 Years (annualized)
+10.07%
10 Years (annualized)
+11.44%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.30%
Peer Avg (YTD)
+9.49%
vs Peers
+1.81%

MSDVX Mutual Fund Performance

MSDVX performance across multiple time periods: 1-month 3.12%, YTD 11.30%, 1-year 23.59%, 3-year 15.37%, 5-year 10.07%, 10-year 11.44%.

MSDVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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