MSCFX Mutual Fund

MSCFX Mutual Fund

NAV$36.86
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Returns Overview

1 Month
+4.86%
3 Months
-4.02%
6 Months
+3.36%
YTD
+14.38%
1 Year
+19.98%
3 Years (annualized)
+16.80%
5 Years (annualized)
+4.68%
10 Years (annualized)
+8.91%

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
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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
S&P SmallCap 600 Total Return Index(SML)
This Mutual Fund (YTD)
+14.38%
Peer Avg (YTD)
+12.21%
vs Peers
+2.18%

MSCFX Mutual Fund Performance

MSCFX performance across multiple time periods: 1-month 4.86%, YTD 14.38%, 1-year 19.98%, 3-year 16.80%, 5-year 4.68%, 10-year 8.91%.

MSCFX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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