MSIAX Mutual Fund

MSIAX Mutual Fund

NAV$25.02
See how much of MSIAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.07%
3 Months
+3.06%
6 Months
-0.32%
YTD
-0.65%
1 Year
+4.77%
3 Years (annualized)
+5.57%
5 Years (annualized)
-1.54%
10 Years (annualized)
+8.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSIAX 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
MSCI All Country World ex USA Net Index
This Mutual Fund (YTD)
-0.65%
Peer Avg (YTD)
+6.23%
vs Peers
-6.88%

MSIAX Mutual Fund Performance

MSIAX performance across multiple time periods: 1-month -2.07%, YTD -0.65%, 1-year 4.77%, 3-year 5.57%, 5-year -1.54%, 10-year 8.43%.

MSIAX returns trail the peer average of 6.23% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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