MSCRX Mutual Fund

MSCRX Mutual Fund

NAV$10.74
See how much of MSCRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.13%
3 Months
+2.33%
6 Months
+4.46%
YTD
+9.35%
1 Year
+9.50%
3 Years (annualized)
+7.85%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+9.35%
Peer Avg (YTD)
+15.31%
vs Peers
-5.96%

MSCRX Mutual Fund Performance

MSCRX performance across multiple time periods: 1-month -3.13%, YTD 9.35%, 1-year 9.50%, 3-year 7.85%, 5-year 1.95%, 10-year 7.86%.

MSCRX returns trail the peer average of 15.31% 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.