MSIBX Mutual Fund

MSIBX Mutual Fund

NAV$20.58
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Returns Overview

1 Month
-6.16%
3 Months
-5.07%
6 Months
-1.85%
YTD
+7.24%
1 Year
+11.89%
3 Years (annualized)
+21.59%
5 Years (annualized)
+5.91%
10 Years (annualized)
+9.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSIBX 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-US Index(M2WDU)
This Mutual Fund (YTD)
+7.24%
Peer Avg (YTD)
+8.05%
vs Peers
-0.81%

MSIBX Mutual Fund Performance

MSIBX performance across multiple time periods: 1-month -6.16%, YTD 7.24%, 1-year 11.89%, 3-year 21.59%, 5-year 5.91%, 10-year 9.27%.

MSIBX returns trail the peer average of 8.05% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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