MSDXX Mutual Fund

MSDXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.22%
3 Months
+0.70%
6 Months
+1.16%
YTD
+1.40%
1 Year
+2.47%
3 Years (annualized)
+2.03%
5 Years (annualized)
+1.69%
10 Years (annualized)
+0.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSDXX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+1.40%
Peer Avg (YTD)
+2.25%
vs Peers
-0.85%

MSDXX Mutual Fund Performance

MSDXX performance across multiple time periods: 1-month 0.22%, YTD 1.40%, 1-year 2.47%, 3-year 2.03%, 5-year 1.69%, 10-year 0.93%.

MSDXX returns trail the peer average of 2.25% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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