MSDIX Mutual Fund

MSDIX Mutual Fund

NAV$8.40
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Returns Overview

1 Month
-2.46%
3 Months
-2.64%
6 Months
-1.07%
YTD
-0.82%
1 Year
+0.58%
3 Years (annualized)
+7.23%
5 Years (annualized)
+3.59%
10 Years (annualized)
+3.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSDIX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US Dollar 3-Month Deposit Offered Rate Constant Maturity Index(ICEBOFAUSD3MDORCMI)
This Mutual Fund (YTD)
-0.82%
Peer Avg (YTD)
+0.50%
vs Peers
-1.32%

MSDIX Mutual Fund Performance

MSDIX performance across multiple time periods: 1-month -2.46%, YTD -0.82%, 1-year 0.58%, 3-year 7.23%, 5-year 3.59%, 10-year 3.78%.

MSDIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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