MSILX Mutual Fund

NAV$24.41

Returns Overview

1 Month
-1.28%
3 Months
+12.90%
6 Months
+7.66%
YTD
+6.51%
1 Year
+16.33%
3 Years (annualized)
+12.20%
5 Years (annualized)
+5.70%
10 Years (annualized)
+7.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSILX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.51%
Peer Avg (YTD)
+9.13%
vs Peers
-2.62%

MSILX Mutual Fund Performance

MSILX performance across multiple time periods: 1-month -1.28%, YTD 6.51%, 1-year 16.33%, 3-year 12.20%, 5-year 5.70%, 10-year 7.41%.

MSILX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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