MSIBX Mutual Fund

MSIBX Mutual Fund

NAV$23.10
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Returns Overview

1 Month
-2.62%
3 Months
+3.38%
6 Months
+6.49%
YTD
+14.53%
1 Year
+28.96%
3 Years (annualized)
+17.38%
5 Years (annualized)
+6.89%
10 Years (annualized)
+9.49%

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)
+14.53%
Peer Avg (YTD)
+9.42%
vs Peers
+5.11%

MSIBX Mutual Fund Performance

MSIBX performance across multiple time periods: 1-month -2.62%, YTD 14.53%, 1-year 28.96%, 3-year 17.38%, 5-year 6.89%, 10-year 9.49%.

MSIBX returns outperform the peer average of 9.42% 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.