MSDVX Mutual Fund

MSDVX Mutual Fund

NAV$22.67
See how much of MSDVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.48%
3 Months
+8.74%
6 Months
+12.23%
YTD
+15.18%
1 Year
+27.49%
3 Years (annualized)
+15.77%
5 Years (annualized)
+10.91%
10 Years (annualized)
+11.55%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.18%
Peer Avg (YTD)
+11.41%
vs Peers
+3.77%

MSDVX Mutual Fund Performance

MSDVX performance across multiple time periods: 1-month 3.48%, YTD 15.18%, 1-year 27.49%, 3-year 15.77%, 5-year 10.91%, 10-year 11.55%.

MSDVX returns outperform the peer average of 11.41% 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.