MSDRX Mutual Fund

MSDRX Mutual Fund

NAV$8.85
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Returns Overview

1 Month
+0.11%
3 Months
-0.08%
6 Months
+0.51%
YTD
+0.90%
1 Year
+2.18%
3 Years (annualized)
+5.00%
5 Years (annualized)
+1.89%
10 Years (annualized)
+1.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSDRX 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
Bloomberg Barclays 1-3 Year Government Bond Index(^BBYGGBI)
This Mutual Fund (YTD)
+0.90%
Peer Avg (YTD)
+0.50%
vs Peers
+0.40%

MSDRX Mutual Fund Performance

MSDRX performance across multiple time periods: 1-month 0.11%, YTD 0.90%, 1-year 2.18%, 3-year 5.00%, 5-year 1.89%, 10-year 1.81%.

MSDRX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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