MSALX Mutual Fund

MSALX Mutual Fund

NAV$24.09
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Returns Overview

1 Month
-5.45%
3 Months
-6.25%
6 Months
+4.87%
YTD
-4.78%
1 Year
-3.29%
3 Years (annualized)
+8.68%
5 Years (annualized)
-1.52%
10 Years (annualized)
+8.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSALX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World ex USA Net Index
This Mutual Fund (YTD)
-4.78%
Peer Avg (YTD)
+8.68%
vs Peers
-13.46%

MSALX Mutual Fund Performance

MSALX performance across multiple time periods: 1-month -5.45%, YTD -4.78%, 1-year -3.29%, 3-year 8.68%, 5-year -1.52%, 10-year 8.93%.

MSALX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

MSALX vs another fund shows side-by-side returns. MSALX alternatives are available in the Mutual Fund Screener.