MSIAX Mutual Fund

NAV$25.03

Returns Overview

1 Month
+1.53%
3 Months
+11.78%
6 Months
+2.07%
YTD
+1.45%
1 Year
+0.40%
3 Years (annualized)
+6.28%
5 Years (annualized)
+0.44%
10 Years (annualized)
+10.37%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI All Country World ex USA Net Index
This Mutual Fund (YTD)
+1.45%
Peer Avg (YTD)
+8.97%
vs Peers
-7.52%

MSIAX Mutual Fund Performance

MSIAX performance across multiple time periods: 1-month 1.53%, YTD 1.45%, 1-year 0.40%, 3-year 6.28%, 5-year 0.44%, 10-year 10.37%.

MSIAX returns trail the peer average of 8.97% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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