MSHOX Mutual Fund

MSHOX Mutual Fund

NAV$13.06
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Returns Overview

1 Month
-1.03%
3 Months
-1.58%
6 Months
-1.27%
YTD
+1.06%
1 Year
-0.23%
3 Years (annualized)
+10.15%
5 Years (annualized)
+6.11%

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
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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)
+1.06%
Peer Avg (YTD)
+6.23%
vs Peers
-5.18%

MSHOX Mutual Fund Performance

MSHOX performance across multiple time periods: 1-month -1.03%, YTD 1.06%, 1-year -0.23%, 3-year 10.15%, 5-year 6.11%.

MSHOX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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