MSMLX Mutual Fund

NAV$31.40

Returns Overview

1 Month
+1.03%
3 Months
+22.78%
6 Months
+25.35%
YTD
+24.48%
1 Year
+27.14%
3 Years (annualized)
+9.71%
5 Years (annualized)
+5.24%
10 Years (annualized)
+10.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSMLX 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 Emerging Markets Index (net)
This Mutual Fund (YTD)
+24.48%
Peer Avg (YTD)
+27.12%
vs Peers
-2.64%

MSMLX Mutual Fund Performance

MSMLX performance across multiple time periods: 1-month 1.03%, YTD 24.48%, 1-year 27.14%, 3-year 9.71%, 5-year 5.24%, 10-year 10.59%.

MSMLX returns trail the peer average of 27.12% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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