MSCFX Mutual Fund

NAV$38.87

Returns Overview

1 Month
+8.02%
3 Months
+20.75%
6 Months
+25.29%
YTD
+23.15%
1 Year
+42.11%
3 Years (annualized)
+13.19%
5 Years (annualized)
+7.04%
10 Years (annualized)
+9.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSCFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P SmallCap 600 Total Return Index(SML)
This Mutual Fund (YTD)
+23.15%
Peer Avg (YTD)
+18.52%
vs Peers
+4.63%

MSCFX Mutual Fund Performance

MSCFX performance across multiple time periods: 1-month 8.02%, YTD 23.15%, 1-year 42.11%, 3-year 13.19%, 5-year 7.04%, 10-year 9.66%.

MSCFX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

MSCFX performance comparison shows side-by-side returns with another fund. MSCFX alternatives are available in the Mutual Fund Screener.