MSIAX Mutual Fund

MSIAX Mutual Fund

NAV$23.51
See how much of MSIAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.46%
3 Months
-6.28%
6 Months
+4.76%
YTD
-4.92%
1 Year
-3.48%
3 Years (annualized)
+8.48%
5 Years (annualized)
-1.68%
10 Years (annualized)
+8.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSIAX 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
MSCI All Country World ex USA Net Index
This Mutual Fund (YTD)
-4.92%
Peer Avg (YTD)
+8.68%
vs Peers
-13.60%

MSIAX Mutual Fund Performance

MSIAX performance across multiple time periods: 1-month -5.46%, YTD -4.92%, 1-year -3.48%, 3-year 8.48%, 5-year -1.68%, 10-year 8.74%.

MSIAX returns trail the peer average of 8.68% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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