MSCIX Mutual Fund

MSCIX Mutual Fund

NAV$10.49
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Returns Overview

1 Month
-4.32%
3 Months
-5.82%
6 Months
+6.14%
YTD
+5.15%
1 Year
+5.81%
3 Years (annualized)
+10.05%
5 Years (annualized)
+2.12%
10 Years (annualized)
+7.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSCIX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+5.15%
Peer Avg (YTD)
+10.34%
vs Peers
-5.19%

MSCIX Mutual Fund Performance

MSCIX performance across multiple time periods: 1-month -4.32%, YTD 5.15%, 1-year 5.81%, 3-year 10.05%, 5-year 2.12%, 10-year 7.89%.

MSCIX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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