MSOOX Mutual Fund

MSOOX Mutual Fund

NAV$19.15
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Returns Overview

1 Month
-6.51%
3 Months
-8.47%
6 Months
+10.51%
YTD
+8.39%
1 Year
+12.37%
3 Years (annualized)
+23.65%
5 Years (annualized)
+15.07%
10 Years (annualized)
+18.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSOOX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+8.39%
Peer Avg (YTD)
+10.34%
vs Peers
-1.95%

MSOOX Mutual Fund Performance

MSOOX performance across multiple time periods: 1-month -6.51%, YTD 8.39%, 1-year 12.37%, 3-year 23.65%, 5-year 15.07%, 10-year 18.67%.

MSOOX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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