MSHOX Mutual Fund

MSHOX Mutual Fund

NAV$13.42
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Returns Overview

1 Month
-3.95%
3 Months
+0.64%
6 Months
+4.89%
YTD
+2.76%
1 Year
+0.35%
3 Years (annualized)
+14.91%
5 Years (annualized)
+7.19%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.76%
Peer Avg (YTD)
+8.68%
vs Peers
-5.92%

MSHOX Mutual Fund Performance

MSHOX performance across multiple time periods: 1-month -3.95%, YTD 2.76%, 1-year 0.35%, 3-year 14.91%, 5-year 7.19%.

MSHOX returns trail the peer average of 8.68% 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.