MSHOX Mutual Fund

NAV$12.67

Returns Overview

1 Month
-2.71%
3 Months
+4.23%
6 Months
+2.53%
YTD
+2.11%
1 Year
+0.47%
3 Years (annualized)
+11.50%
5 Years (annualized)
+7.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSHOX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.11%
Peer Avg (YTD)
+8.97%
vs Peers
-6.86%

MSHOX Mutual Fund Performance

MSHOX performance across multiple time periods: 1-month -2.71%, YTD 2.11%, 1-year 0.47%, 3-year 11.50%, 5-year 7.24%.

MSHOX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

MSHOX performance comparison shows side-by-side returns with another fund. MSHOX alternatives are available in the Mutual Fund Screener.