MSIPX Mutual Fund

NAV$5.31

Returns Overview

1 Month
+0.77%
3 Months
+3.11%
6 Months
+5.20%
YTD
+7.46%
1 Year
+8.23%
3 Years (annualized)
+6.80%
5 Years (annualized)
+2.18%
10 Years (annualized)
+2.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSIPX 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
Bloomberg Global Aggregate (Hedged USD) Index
This Mutual Fund (YTD)
+7.46%
Peer Avg (YTD)
+11.48%
vs Peers
-4.03%

MSIPX Mutual Fund Performance

MSIPX performance across multiple time periods: 1-month 0.77%, YTD 7.46%, 1-year 8.23%, 3-year 6.80%, 5-year 2.18%, 10-year 2.73%.

MSIPX returns trail the peer average of 11.48% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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