MSDNX Mutual Fund

NAV$9.19

Returns Overview

1 Month
-0.11%
3 Months
-0.54%
6 Months
-1.29%
YTD
-1.08%
1 Year
+3.06%
3 Years (annualized)
+4.59%
5 Years (annualized)
+0.17%
10 Years (annualized)
+1.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSDNX 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
Bloomberg Barclays 1-3 Year Government Bond Index(^BBYGGBI)
This Mutual Fund (YTD)
-1.08%
Peer Avg (YTD)
+3.23%
vs Peers
-4.30%

MSDNX Mutual Fund Performance

MSDNX performance across multiple time periods: 1-month -0.11%, YTD -1.08%, 1-year 3.06%, 3-year 4.59%, 5-year 0.17%, 10-year 1.15%.

MSDNX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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