MSYIX Mutual Fund

NAV$8.61

Returns Overview

1 Month
+0.76%
3 Months
+1.50%
6 Months
+4.04%
YTD
+7.81%
1 Year
+7.94%
3 Years (annualized)
+9.53%
5 Years (annualized)
+4.03%
10 Years (annualized)
+5.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSYIX 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
Bloomberg US Corporate High Yield Index(^BUSCTHYI)
This Mutual Fund (YTD)
+7.81%
Peer Avg (YTD)
+6.01%
vs Peers
+1.80%

MSYIX Mutual Fund Performance

MSYIX performance across multiple time periods: 1-month 0.76%, YTD 7.81%, 1-year 7.94%, 3-year 9.53%, 5-year 4.03%, 10-year 5.61%.

MSYIX returns outperform the peer average of 6.01% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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