MSCRX Mutual Fund

MSCRX Mutual Fund

NAV$10.53
See how much of MSCRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.30%
3 Months
-5.80%
6 Months
+6.22%
YTD
+5.13%
1 Year
+5.88%
3 Years (annualized)
+10.12%
5 Years (annualized)
+1.95%
10 Years (annualized)
+7.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSCRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+5.13%
Peer Avg (YTD)
+10.34%
vs Peers
-5.21%

MSCRX Mutual Fund Performance

MSCRX performance across multiple time periods: 1-month -4.30%, YTD 5.13%, 1-year 5.88%, 3-year 10.12%, 5-year 1.95%, 10-year 7.86%.

MSCRX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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