MSOAX Mutual Fund

MSOAX Mutual Fund

NAV$38.82
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Returns Overview

1 Month
-0.21%
3 Months
+4.03%
6 Months
+2.36%
YTD
+4.98%
1 Year
+0.93%
3 Years (annualized)
+7.00%
5 Years (annualized)
+5.66%
10 Years (annualized)
+10.55%

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
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)
+4.98%
Peer Avg (YTD)
+9.41%
vs Peers
-4.44%

MSOAX Mutual Fund Performance

MSOAX performance across multiple time periods: 1-month -0.21%, YTD 4.98%, 1-year 0.93%, 3-year 7.00%, 5-year 5.66%, 10-year 10.55%.

MSOAX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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