MSIQX Mutual Fund

MSIQX Mutual Fund

NAV$7.16
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Returns Overview

1 Month
+1.42%
3 Months
+2.14%
6 Months
+5.45%
YTD
+6.39%
1 Year
+13.06%
3 Years (annualized)
+10.52%
5 Years (annualized)
+5.77%
10 Years (annualized)
+7.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSIQX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.39%
Peer Avg (YTD)
+9.42%
vs Peers
-3.03%

MSIQX Mutual Fund Performance

MSIQX performance across multiple time periods: 1-month 1.42%, YTD 6.39%, 1-year 13.06%, 3-year 10.52%, 5-year 5.77%, 10-year 7.00%.

MSIQX returns trail the peer average of 9.42% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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