MSCMX Mutual Fund

MSCMX Mutual Fund

NAV$17.03
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Returns Overview

1 Month
-0.87%
3 Months
-1.90%
6 Months
+15.09%
YTD
-0.76%
1 Year
-10.90%
3 Years (annualized)
+25.40%
5 Years (annualized)
-3.50%
10 Years (annualized)
+14.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSCMX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
-0.76%
Peer Avg (YTD)
+16.41%
vs Peers
-17.17%

MSCMX Mutual Fund Performance

MSCMX performance across multiple time periods: 1-month -0.87%, YTD -0.76%, 1-year -10.90%, 3-year 25.40%, 5-year -3.50%, 10-year 14.98%.

MSCMX returns trail the peer average of 16.41% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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