MSIBX Mutual Fund

NAV$22.00

Returns Overview

1 Month
-3.04%
3 Months
+2.52%
6 Months
+3.09%
YTD
+11.39%
1 Year
+31.55%
3 Years (annualized)
+19.89%
5 Years (annualized)
+7.28%
10 Years (annualized)
+10.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSIBX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+11.39%
Peer Avg (YTD)
+9.13%
vs Peers
+2.26%

MSIBX Mutual Fund Performance

MSIBX performance across multiple time periods: 1-month -3.04%, YTD 11.39%, 1-year 31.55%, 3-year 19.89%, 5-year 7.28%, 10-year 10.27%.

MSIBX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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