MSOPX Mutual Fund

MSOPX Mutual Fund

NAV$29.34
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Returns Overview

1 Month
-2.93%
3 Months
-4.09%
6 Months
+15.24%
YTD
+1.78%
1 Year
-2.49%
3 Years (annualized)
+17.09%
5 Years (annualized)
+3.52%
10 Years (annualized)
+13.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSOPX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+1.78%
Peer Avg (YTD)
+8.68%
vs Peers
-6.90%

MSOPX Mutual Fund Performance

MSOPX performance across multiple time periods: 1-month -2.93%, YTD 1.78%, 1-year -2.49%, 3-year 17.09%, 5-year 3.52%, 10-year 13.17%.

MSOPX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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