MSIQX Mutual Fund

MSIQX Mutual Fund

NAV$7.23
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Returns Overview

1 Month
+1.41%
3 Months
+0.14%
6 Months
+2.28%
YTD
+6.54%
1 Year
+8.17%
3 Years (annualized)
+15.53%
5 Years (annualized)
+6.04%
10 Years (annualized)
+7.48%

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)
+6.54%
Peer Avg (YTD)
+8.05%
vs Peers
-1.52%

MSIQX Mutual Fund Performance

MSIQX performance across multiple time periods: 1-month 1.41%, YTD 6.54%, 1-year 8.17%, 3-year 15.53%, 5-year 6.04%, 10-year 7.48%.

MSIQX returns trail the peer average of 8.05% 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.