MSCOX Mutual Fund

MSCOX Mutual Fund

NAV$10.40
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Returns Overview

1 Month
-4.61%
3 Months
+5.42%
6 Months
+6.00%
YTD
+1.25%
1 Year
-4.80%
3 Years (annualized)
+8.32%
5 Years (annualized)
-9.73%
10 Years (annualized)
+11.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSCOX 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)
+1.25%
Peer Avg (YTD)
+15.31%
vs Peers
-14.06%

MSCOX Mutual Fund Performance

MSCOX performance across multiple time periods: 1-month -4.61%, YTD 1.25%, 1-year -4.80%, 3-year 8.32%, 5-year -9.73%, 10-year 11.17%.

MSCOX returns trail the peer average of 15.31% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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