MSCIX Mutual Fund

MSCIX Mutual Fund

NAV$11.03
See how much of MSCIX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.14%
3 Months
+2.24%
6 Months
+4.38%
YTD
+9.27%
1 Year
+9.33%
3 Years (annualized)
+7.63%
5 Years (annualized)
+1.94%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+9.27%
Peer Avg (YTD)
+15.31%
vs Peers
-6.04%

MSCIX Mutual Fund Performance

MSCIX performance across multiple time periods: 1-month -3.14%, YTD 9.27%, 1-year 9.33%, 3-year 7.63%, 5-year 1.94%, 10-year 7.89%.

MSCIX returns trail the peer average of 15.31% 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.