MSCOX Mutual Fund

MSCOX Mutual Fund

NAV$9.96
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Returns Overview

1 Month
-1.05%
3 Months
+1.37%
6 Months
+25.67%
YTD
+6.06%
1 Year
-7.19%
3 Years (annualized)
+14.20%
5 Years (annualized)
-7.88%
10 Years (annualized)
+11.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSCOX 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)
+6.06%
Peer Avg (YTD)
+10.34%
vs Peers
-4.28%

MSCOX Mutual Fund Performance

MSCOX performance across multiple time periods: 1-month -1.05%, YTD 6.06%, 1-year -7.19%, 3-year 14.20%, 5-year -7.88%, 10-year 11.17%.

MSCOX returns trail the peer average of 10.34% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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