MSCQX Mutual Fund

MSCQX Mutual Fund

NAV$12.64
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Returns Overview

1 Month
+3.29%
3 Months
-2.26%
6 Months
+2.45%
YTD
+11.95%
1 Year
+15.54%
3 Years (annualized)
+16.66%
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
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📉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)
+11.95%
Peer Avg (YTD)
+12.21%
vs Peers
-0.26%

MSCQX Mutual Fund Performance

MSCQX performance across multiple time periods: 1-month 3.29%, YTD 11.95%, 1-year 15.54%, 3-year 16.66%, 5-year 7.17%, 10-year 10.70%.

MSCQX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.76%, 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.