MSCMX Mutual Fund

MSCMX Mutual Fund

NAV$16.92
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Returns Overview

1 Month
-9.11%
3 Months
-3.19%
6 Months
-0.57%
YTD
-8.05%
1 Year
-7.73%
3 Years (annualized)
+17.75%
5 Years (annualized)
-4.89%
10 Years (annualized)
+14.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSCMX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
-8.05%
Peer Avg (YTD)
+11.56%
vs Peers
-19.61%

MSCMX Mutual Fund Performance

MSCMX performance across multiple time periods: 1-month -9.11%, YTD -8.05%, 1-year -7.73%, 3-year 17.75%, 5-year -4.89%, 10-year 14.01%.

MSCMX returns trail the peer average of 11.56% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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