MSCIX Mutual Fund

MSCIX Mutual Fund

NAV$11.31
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Returns Overview

1 Month
+8.14%
3 Months
+5.15%
6 Months
+7.50%
YTD
+13.71%
1 Year
+14.52%
3 Years (annualized)
+15.18%
5 Years (annualized)
+2.83%
10 Years (annualized)
+7.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSCIX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+13.71%
Peer Avg (YTD)
+12.21%
vs Peers
+1.50%

MSCIX Mutual Fund Performance

MSCIX performance across multiple time periods: 1-month 8.14%, YTD 13.71%, 1-year 14.52%, 3-year 15.18%, 5-year 2.83%, 10-year 7.89%.

MSCIX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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