MSCUX Mutual Fund

MSCUX Mutual Fund

NAV$11.34
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Returns Overview

1 Month
-0.35%
3 Months
-2.89%
6 Months
-5.55%
YTD
-1.38%
1 Year
-1.81%
3 Years (annualized)
+8.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSCUX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-1.38%
Peer Avg (YTD)
+15.68%
vs Peers
-17.06%

MSCUX Mutual Fund Performance

MSCUX performance across multiple time periods: 1-month -0.35%, YTD -1.38%, 1-year -1.81%, 3-year 8.84%.

MSCUX returns trail the peer average of 15.68% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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