MSOOX Mutual Fund

MSOOX Mutual Fund

NAV$19.57
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Returns Overview

1 Month
+0.15%
3 Months
+4.57%
6 Months
+8.95%
YTD
+17.20%
1 Year
+18.93%
3 Years (annualized)
+23.65%
5 Years (annualized)
+15.07%
10 Years (annualized)
+18.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSOOX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+17.20%
Peer Avg (YTD)
+15.20%
vs Peers
+2.00%

MSOOX Mutual Fund Performance

MSOOX performance across multiple time periods: 1-month 0.15%, YTD 17.20%, 1-year 18.93%, 3-year 23.65%, 5-year 15.07%, 10-year 18.67%.

MSOOX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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