MSOIX Mutual Fund

MSOIX Mutual Fund

NAV$37.60
See how much of MSOIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.92%
3 Months
-4.80%
6 Months
+3.55%
YTD
+0.30%
1 Year
-1.67%
3 Years (annualized)
+8.66%
5 Years (annualized)
+5.56%
10 Years (annualized)
+11.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSOIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.30%
Peer Avg (YTD)
+9.98%
vs Peers
-9.68%

MSOIX Mutual Fund Performance

MSOIX performance across multiple time periods: 1-month -5.92%, YTD 0.30%, 1-year -1.67%, 3-year 8.66%, 5-year 5.56%, 10-year 11.04%.

MSOIX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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