MSCFX Mutual Fund

MSCFX Mutual Fund

NAV$36.59
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Returns Overview

1 Month
-3.23%
3 Months
+7.70%
6 Months
+10.76%
YTD
+21.25%
1 Year
+30.59%
3 Years (annualized)
+10.59%
5 Years (annualized)
+6.59%
10 Years (annualized)
+9.03%

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
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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)
+21.25%
Peer Avg (YTD)
+15.31%
vs Peers
+5.94%

MSCFX Mutual Fund Performance

MSCFX performance across multiple time periods: 1-month -3.23%, YTD 21.25%, 1-year 30.59%, 3-year 10.59%, 5-year 6.59%, 10-year 9.03%.

MSCFX returns outperform the peer average of 15.31% 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.