MSOIX Mutual Fund

NAV$39.54

Returns Overview

1 Month
+5.76%
3 Months
+8.77%
6 Months
+5.53%
YTD
+5.36%
1 Year
+0.32%
3 Years (annualized)
+8.37%
5 Years (annualized)
+6.66%
10 Years (annualized)
+11.26%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+5.36%
Peer Avg (YTD)
+9.51%
vs Peers
-4.15%

MSOIX Mutual Fund Performance

MSOIX performance across multiple time periods: 1-month 5.76%, YTD 5.36%, 1-year 0.32%, 3-year 8.37%, 5-year 6.66%, 10-year 11.26%.

MSOIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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