MSIQX Mutual Fund

NAV$7.35

Returns Overview

1 Month
-0.28%
3 Months
+8.62%
6 Months
+5.69%
YTD
+4.90%
1 Year
+9.13%
3 Years (annualized)
+10.41%
5 Years (annualized)
+5.19%
10 Years (annualized)
+7.16%

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
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)
+4.90%
Peer Avg (YTD)
+9.13%
vs Peers
-4.23%

MSIQX Mutual Fund Performance

MSIQX performance across multiple time periods: 1-month -0.28%, YTD 4.90%, 1-year 9.13%, 3-year 10.41%, 5-year 5.19%, 10-year 7.16%.

MSIQX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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