MSOCX Mutual Fund

MSOCX Mutual Fund

NAV$27.85
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Returns Overview

1 Month
-4.96%
3 Months
-7.54%
6 Months
+11.84%
YTD
-0.89%
1 Year
-3.32%
3 Years (annualized)
+12.53%
5 Years (annualized)
-3.37%
10 Years (annualized)
+8.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSOCX 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
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📉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
MSCI All Country World ex USA Net Index
This Mutual Fund (YTD)
-0.89%
Peer Avg (YTD)
+8.68%
vs Peers
-9.57%

MSOCX Mutual Fund Performance

MSOCX performance across multiple time periods: 1-month -4.96%, YTD -0.89%, 1-year -3.32%, 3-year 12.53%, 5-year -3.37%, 10-year 8.52%.

MSOCX returns trail the peer average of 8.68% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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