MSICX Mutual Fund

MSICX Mutual Fund

NAV$8.32
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Returns Overview

1 Month
+0.39%
3 Months
-0.14%
6 Months
-0.67%
YTD
+0.86%
1 Year
+2.44%
3 Years (annualized)
+5.90%
5 Years (annualized)
+2.31%
10 Years (annualized)
+2.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSICX 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
ICE BofA US Dollar 3-Month Deposit Offered Rate Constant Maturity Index(ICEBOFAUSD3MDORCMI)
This Mutual Fund (YTD)
+0.86%
Peer Avg (YTD)
+2.15%
vs Peers
-1.30%

MSICX Mutual Fund Performance

MSICX performance across multiple time periods: 1-month 0.39%, YTD 0.86%, 1-year 2.44%, 3-year 5.90%, 5-year 2.31%, 10-year 2.57%.

MSICX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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