MSBOX Mutual Fund

MSBOX Mutual Fund

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Returns Overview

1 Month
-3.02%
3 Months
-4.46%
6 Months
-3.25%
YTD
-4.15%
1 Year
-3.79%
3 Years (annualized)
+3.94%
5 Years (annualized)
-1.19%
10 Years (annualized)
+1.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSBOX 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
Bloomberg US Corporate Index
This Mutual Fund (YTD)
-4.15%
Peer Avg (YTD)
+0.50%
vs Peers
-4.65%

MSBOX Mutual Fund Performance

MSBOX performance across multiple time periods: 1-month -3.02%, YTD -4.15%, 1-year -3.79%, 3-year 3.94%, 5-year -1.19%, 10-year 1.46%.

MSBOX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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