MSCQX Mutual Fund

MSCQX Mutual Fund

NAV$13.05
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Returns Overview

1 Month
-1.91%
3 Months
+4.82%
6 Months
+11.27%
YTD
+15.78%
1 Year
+21.98%
3 Years (annualized)
+12.94%
5 Years (annualized)
+7.17%
10 Years (annualized)
+10.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSCQX 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)
+15.78%
Peer Avg (YTD)
+15.31%
vs Peers
+0.47%

MSCQX Mutual Fund Performance

MSCQX performance across multiple time periods: 1-month -1.91%, YTD 15.78%, 1-year 21.98%, 3-year 12.94%, 5-year 7.17%, 10-year 10.70%.

MSCQX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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