MSLLX Mutual Fund

NAV$22.29

Returns Overview

1 Month
+1.99%
3 Months
+12.96%
6 Months
+17.30%
YTD
+15.68%
1 Year
+30.88%
3 Years (annualized)
+19.23%
5 Years (annualized)
+6.69%
10 Years (annualized)
+9.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSLLX 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 All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+15.68%
Peer Avg (YTD)
+9.13%
vs Peers
+6.54%

MSLLX Mutual Fund Performance

MSLLX performance across multiple time periods: 1-month 1.99%, YTD 15.68%, 1-year 30.88%, 3-year 19.23%, 5-year 6.69%, 10-year 9.67%.

MSLLX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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