MSBOX Mutual Fund

MSBOX Mutual Fund

NAV$10.05
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Returns Overview

1 Month
-1.88%
3 Months
-1.11%
6 Months
-1.85%
YTD
-1.57%
1 Year
+1.06%
3 Years (annualized)
+3.72%
5 Years (annualized)
-1.21%
10 Years (annualized)
+1.53%

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)
-1.57%
Peer Avg (YTD)
+0.12%
vs Peers
-1.69%

MSBOX Mutual Fund Performance

MSBOX performance across multiple time periods: 1-month -1.88%, YTD -1.57%, 1-year 1.06%, 3-year 3.72%, 5-year -1.21%, 10-year 1.53%.

MSBOX returns trail the peer average of 0.12% 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.