MSAAX Mutual Fund

NAV$20.96

Returns Overview

1 Month
-5.46%
3 Months
+0.62%
6 Months
+0.67%
YTD
+8.15%
1 Year
+30.56%
3 Years (annualized)
+18.92%
5 Years (annualized)
+6.62%
10 Years (annualized)
+9.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSAAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+8.15%
Peer Avg (YTD)
+9.13%
vs Peers
-0.98%

MSAAX Mutual Fund Performance

MSAAX performance across multiple time periods: 1-month -5.46%, YTD 8.15%, 1-year 30.56%, 3-year 18.92%, 5-year 6.62%, 10-year 9.49%.

MSAAX returns trail the peer average of 9.13% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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