MSYDX Mutual Fund

MSYDX Mutual Fund

NAV$8.48
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Returns Overview

1 Month
+0.33%
3 Months
-0.07%
6 Months
-0.40%
YTD
+1.33%
1 Year
+3.01%
3 Years (annualized)
+6.65%
5 Years (annualized)
+3.05%
10 Years (annualized)
+3.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSYDX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US Dollar 3-Month Deposit Offered Rate Constant Maturity Index(ICEBOFAUSD3MDORCMI)
This Mutual Fund (YTD)
+1.33%
Peer Avg (YTD)
+2.15%
vs Peers
-0.82%

MSYDX Mutual Fund Performance

MSYDX performance across multiple time periods: 1-month 0.33%, YTD 1.33%, 1-year 3.01%, 3-year 6.65%, 5-year 3.05%, 10-year 3.34%.

MSYDX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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