MSYLX Mutual Fund

NAV$8.59

Returns Overview

1 Month
+0.78%
3 Months
+1.42%
6 Months
+3.68%
YTD
+7.28%
1 Year
+7.40%
3 Years (annualized)
+8.91%
5 Years (annualized)
+3.53%
10 Years (annualized)
+5.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSYLX 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)
+7.28%
Peer Avg (YTD)
+6.01%
vs Peers
+1.26%

MSYLX Mutual Fund Performance

MSYLX performance across multiple time periods: 1-month 0.78%, YTD 7.28%, 1-year 7.40%, 3-year 8.91%, 5-year 3.53%, 10-year 5.03%.

MSYLX returns outperform the peer average of 6.01% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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