MSIAX Mutual Fund

MSIAX Mutual Fund

NAV$23.73
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Returns Overview

1 Month
+1.22%
3 Months
+0.65%
6 Months
-1.74%
YTD
+0.56%
1 Year
+3.45%
3 Years (annualized)
+8.48%
5 Years (annualized)
-1.68%
10 Years (annualized)
+8.74%

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
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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
MSCI All Country World ex USA Net Index
This Mutual Fund (YTD)
+0.56%
Peer Avg (YTD)
+8.51%
vs Peers
-7.94%

MSIAX Mutual Fund Performance

MSIAX performance across multiple time periods: 1-month 1.22%, YTD 0.56%, 1-year 3.45%, 3-year 8.48%, 5-year -1.68%, 10-year 8.74%.

MSIAX returns trail the peer average of 8.51% 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.