MSDEX Mutual Fund

MSDEX Mutual Fund

NAV$12.09
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Returns Overview

1 Month
-4.77%
3 Months
-1.96%
6 Months
+5.73%
YTD
+0.67%
1 Year
+0.16%
3 Years (annualized)
+8.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSDEX 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
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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 AC World Index ex USA Net
This Mutual Fund (YTD)
+0.67%
Peer Avg (YTD)
+9.29%
vs Peers
-8.62%

MSDEX Mutual Fund Performance

MSDEX performance across multiple time periods: 1-month -4.77%, YTD 0.67%, 1-year 0.16%, 3-year 8.06%.

MSDEX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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