MSOIX Mutual Fund

MSOIX Mutual Fund

NAV$39.83
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Returns Overview

1 Month
+5.45%
3 Months
+0.60%
6 Months
+4.71%
YTD
+5.76%
1 Year
+7.75%
3 Years (annualized)
+10.75%
5 Years (annualized)
+4.67%
10 Years (annualized)
+11.20%

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)
+5.76%
Peer Avg (YTD)
+9.28%
vs Peers
-3.51%

MSOIX Mutual Fund Performance

MSOIX performance across multiple time periods: 1-month 5.45%, YTD 5.76%, 1-year 7.75%, 3-year 10.75%, 5-year 4.67%, 10-year 11.20%.

MSOIX returns trail the peer average of 9.28% 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.