MSDLX Mutual Fund

NAV$19.61

Returns Overview

1 Month
-1.16%
3 Months
+0.77%
6 Months
+2.46%
YTD
+4.64%
1 Year
+13.12%
3 Years (annualized)
+11.89%
5 Years (annualized)
+5.99%
10 Years (annualized)
+7.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSDLX 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
Customized MSIM Global Allocation Index
This Mutual Fund (YTD)
+4.64%
Peer Avg (YTD)
+5.87%
vs Peers
-1.22%

MSDLX Mutual Fund Performance

MSDLX performance across multiple time periods: 1-month -1.16%, YTD 4.64%, 1-year 13.12%, 3-year 11.89%, 5-year 5.99%, 10-year 7.56%.

MSDLX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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