MSHOX Mutual Fund

MSHOX Mutual Fund

NAV$12.92
See how much of MSHOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.86%
3 Months
+1.93%
6 Months
+4.19%
YTD
+6.98%
1 Year
+4.11%
3 Years (annualized)
+13.31%
5 Years (annualized)
+6.93%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.98%
Peer Avg (YTD)
+8.51%
vs Peers
-1.53%

MSHOX Mutual Fund Performance

MSHOX performance across multiple time periods: 1-month 5.86%, YTD 6.98%, 1-year 4.11%, 3-year 13.31%, 5-year 6.93%.

MSHOX returns trail the peer average of 8.51% 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.