MSDLX Mutual Fund

MSDLX Mutual Fund

NAV$19.80
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Returns Overview

1 Month
-1.85%
3 Months
-0.81%
6 Months
+8.13%
YTD
+5.02%
1 Year
+7.54%
3 Years (annualized)
+12.20%
5 Years (annualized)
+6.00%
10 Years (annualized)
+7.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSDLX 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
Customized MSIM Global Allocation Index
This Mutual Fund (YTD)
+5.02%
Peer Avg (YTD)
+4.96%
vs Peers
+0.05%

MSDLX Mutual Fund Performance

MSDLX performance across multiple time periods: 1-month -1.85%, YTD 5.02%, 1-year 7.54%, 3-year 12.20%, 5-year 6.00%, 10-year 7.34%.

MSDLX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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