MSAZX Mutual Fund

MSAZX Mutual Fund

NAV$33.92
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Returns Overview

1 Month
-0.03%
3 Months
+0.72%
6 Months
+17.39%
YTD
+9.29%
1 Year
+11.85%
3 Years (annualized)
+20.91%
5 Years (annualized)
+12.12%
10 Years (annualized)
+13.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSAZX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.29%
Peer Avg (YTD)
+8.67%
vs Peers
+0.62%

MSAZX Mutual Fund Performance

MSAZX performance across multiple time periods: 1-month -0.03%, YTD 9.29%, 1-year 11.85%, 3-year 20.91%, 5-year 12.12%, 10-year 13.90%.

MSAZX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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