MSIWX Mutual Fund

NAV$17.55

Returns Overview

1 Month
-6.10%
3 Months
-2.55%
6 Months
+1.39%
YTD
+3.48%
1 Year
+17.11%
3 Years (annualized)
+11.26%
5 Years (annualized)
-2.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSIWX 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 Emerging Markets Net Index
This Mutual Fund (YTD)
+3.48%
Peer Avg (YTD)
+23.08%
vs Peers
-19.60%

MSIWX Mutual Fund Performance

MSIWX performance across multiple time periods: 1-month -6.10%, YTD 3.48%, 1-year 17.11%, 3-year 11.26%, 5-year -2.03%.

MSIWX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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