MSCLX Mutual Fund

MSCLX Mutual Fund

NAV$19.32
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Returns Overview

1 Month
-2.24%
3 Months
+6.07%
6 Months
+11.92%
YTD
+16.80%
1 Year
+25.14%
3 Years (annualized)
+13.63%
5 Years (annualized)
+8.13%
10 Years (annualized)
+11.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSCLX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+16.80%
Peer Avg (YTD)
+15.31%
vs Peers
+1.49%

MSCLX Mutual Fund Performance

MSCLX performance across multiple time periods: 1-month -2.24%, YTD 16.80%, 1-year 25.14%, 3-year 13.63%, 5-year 8.13%, 10-year 11.21%.

MSCLX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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