MSIBX Mutual Fund

MSIBX Mutual Fund

NAV$22.12
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Returns Overview

1 Month
-2.17%
3 Months
-1.48%
6 Months
+11.40%
YTD
+14.28%
1 Year
+19.74%
3 Years (annualized)
+22.18%
5 Years (annualized)
+7.53%
10 Years (annualized)
+10.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSIBX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+14.28%
Peer Avg (YTD)
+9.29%
vs Peers
+4.99%

MSIBX Mutual Fund Performance

MSIBX performance across multiple time periods: 1-month -2.17%, YTD 14.28%, 1-year 19.74%, 3-year 22.18%, 5-year 7.53%, 10-year 10.07%.

MSIBX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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