MSICX Mutual Fund

MSICX Mutual Fund

NAV$8.31
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Returns Overview

1 Month
+1.16%
3 Months
-1.19%
6 Months
-1.59%
YTD
-0.73%
1 Year
-0.21%
3 Years (annualized)
+6.14%
5 Years (annualized)
+2.03%
10 Years (annualized)
+2.37%

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)
-0.73%
Peer Avg (YTD)
+2.28%
vs Peers
-3.01%

MSICX Mutual Fund Performance

MSICX performance across multiple time periods: 1-month 1.16%, YTD -0.73%, 1-year -0.21%, 3-year 6.14%, 5-year 2.03%, 10-year 2.37%.

MSICX returns trail the peer average of 2.28% 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.