MSACX Mutual Fund

NAV$20.90

Returns Overview

1 Month
-5.39%
3 Months
+0.92%
6 Months
+1.21%
YTD
+8.85%
1 Year
+32.02%
3 Years (annualized)
+20.26%
5 Years (annualized)
+7.60%
10 Years (annualized)
+10.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSACX 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)
+8.85%
Peer Avg (YTD)
+9.13%
vs Peers
-0.28%

MSACX Mutual Fund Performance

MSACX performance across multiple time periods: 1-month -5.39%, YTD 8.85%, 1-year 32.02%, 3-year 20.26%, 5-year 7.60%, 10-year 10.61%.

MSACX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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