MSYZX Mutual Fund

MSYZX Mutual Fund

NAV$9.75
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Returns Overview

1 Month
+1.01%
3 Months
+1.53%
6 Months
+2.53%
YTD
+3.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSYZX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+3.22%
Peer Avg (YTD)
+2.15%
vs Peers
+1.06%

MSYZX Mutual Fund Performance

MSYZX performance across multiple time periods: 1-month 1.01%, YTD 3.22%.

MSYZX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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