MSCRX Mutual Fund

MSCRX Mutual Fund

NAV$10.97
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Returns Overview

1 Month
+8.20%
3 Months
+5.22%
6 Months
+7.68%
YTD
+13.76%
1 Year
+14.68%
3 Years (annualized)
+15.27%
5 Years (annualized)
+1.95%
10 Years (annualized)
+7.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSCRX 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)
+13.76%
Peer Avg (YTD)
+12.21%
vs Peers
+1.55%

MSCRX Mutual Fund Performance

MSCRX performance across multiple time periods: 1-month 8.20%, YTD 13.76%, 1-year 14.68%, 3-year 15.27%, 5-year 1.95%, 10-year 7.86%.

MSCRX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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