MSOAX Mutual Fund

MSOAX Mutual Fund

NAV$37.30
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Returns Overview

1 Month
-5.94%
3 Months
-4.86%
6 Months
+3.41%
YTD
+0.08%
1 Year
-1.93%
3 Years (annualized)
+8.38%
5 Years (annualized)
+5.29%
10 Years (annualized)
+10.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSOAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.08%
Peer Avg (YTD)
+9.98%
vs Peers
-9.90%

MSOAX Mutual Fund Performance

MSOAX performance across multiple time periods: 1-month -5.94%, YTD 0.08%, 1-year -1.93%, 3-year 8.38%, 5-year 5.29%, 10-year 10.61%.

MSOAX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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