MSOIX Mutual Fund

MSOIX Mutual Fund

NAV$39.28
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Returns Overview

1 Month
-0.21%
3 Months
+4.08%
6 Months
+2.48%
YTD
+5.14%
1 Year
+1.17%
3 Years (annualized)
+7.27%
5 Years (annualized)
+5.92%
10 Years (annualized)
+10.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSOIX 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)
+5.14%
Peer Avg (YTD)
+9.41%
vs Peers
-4.28%

MSOIX Mutual Fund Performance

MSOIX performance across multiple time periods: 1-month -0.21%, YTD 5.14%, 1-year 1.17%, 3-year 7.27%, 5-year 5.92%, 10-year 10.83%.

MSOIX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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