MSCLX Mutual Fund

MSCLX Mutual Fund

NAV$18.71
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Returns Overview

1 Month
-6.51%
3 Months
-8.52%
6 Months
+10.33%
YTD
+8.11%
1 Year
+12.01%
3 Years (annualized)
+14.91%
5 Years (annualized)
+7.79%
10 Years (annualized)
+11.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSCLX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+8.11%
Peer Avg (YTD)
+10.34%
vs Peers
-2.23%

MSCLX Mutual Fund Performance

MSCLX performance across multiple time periods: 1-month -6.51%, YTD 8.11%, 1-year 12.01%, 3-year 14.91%, 5-year 7.79%, 10-year 11.02%.

MSCLX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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