MSBOX Mutual Fund

MSBOX Mutual Fund

NAV$10.14
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Returns Overview

1 Month
+2.02%
3 Months
-0.66%
6 Months
-1.76%
YTD
-2.22%
1 Year
-2.03%
3 Years (annualized)
+5.43%
5 Years (annualized)
-1.10%
10 Years (annualized)
+1.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSBOX 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
Bloomberg US Corporate Index
This Mutual Fund (YTD)
-2.22%
Peer Avg (YTD)
+1.93%
vs Peers
-4.14%

MSBOX Mutual Fund Performance

MSBOX performance across multiple time periods: 1-month 2.02%, YTD -2.22%, 1-year -2.03%, 3-year 5.43%, 5-year -1.10%, 10-year 1.25%.

MSBOX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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