MSDFX Mutual Fund

MSDFX Mutual Fund

NAV$12.38
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Returns Overview

1 Month
-4.74%
3 Months
-1.84%
6 Months
+6.05%
YTD
+1.15%
1 Year
+0.85%
3 Years (annualized)
+8.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSDFX 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
MSCI AC World Index ex USA Net
This Mutual Fund (YTD)
+1.15%
Peer Avg (YTD)
+9.29%
vs Peers
-8.14%

MSDFX Mutual Fund Performance

MSDFX performance across multiple time periods: 1-month -4.74%, YTD 1.15%, 1-year 0.85%, 3-year 8.87%.

MSDFX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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