MSOAX Mutual Fund

NAV$39.23
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Returns Overview

1 Month
+5.75%
3 Months
+8.69%
6 Months
+5.37%
YTD
+5.20%
1 Year
+0.07%
3 Years (annualized)
+8.09%
5 Years (annualized)
+6.39%
10 Years (annualized)
+10.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSOAX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.20%
Peer Avg (YTD)
+9.51%
vs Peers
-4.31%

MSOAX Mutual Fund Performance

MSOAX performance across multiple time periods: 1-month 5.75%, YTD 5.20%, 1-year 0.07%, 3-year 8.09%, 5-year 6.39%, 10-year 10.97%.

MSOAX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

MSOAX performance comparison shows side-by-side returns with another fund. MSOAX alternatives are available in the Mutual Fund Screener.