MSDEX Mutual Fund

NAV$12.07

Returns Overview

1 Month
-0.49%
3 Months
-1.15%
6 Months
-1.71%
YTD
+1.34%
1 Year
+0.22%
3 Years (annualized)
+6.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSDEX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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 AC World Index ex USA Net
This Mutual Fund (YTD)
+1.34%
Peer Avg (YTD)
+9.13%
vs Peers
-7.79%

MSDEX Mutual Fund Performance

MSDEX performance across multiple time periods: 1-month -0.49%, YTD 1.34%, 1-year 0.22%, 3-year 6.57%.

MSDEX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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