MSOOX Mutual Fund

MSOOX Mutual Fund

NAV$20.95
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Returns Overview

1 Month
-2.24%
3 Months
+6.20%
6 Months
+12.11%
YTD
+17.03%
1 Year
+25.49%
3 Years (annualized)
+13.94%
5 Years (annualized)
+8.45%
10 Years (annualized)
+11.55%

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)
+17.03%
Peer Avg (YTD)
+15.31%
vs Peers
+1.72%

MSOOX Mutual Fund Performance

MSOOX performance across multiple time periods: 1-month -2.24%, YTD 17.03%, 1-year 25.49%, 3-year 13.94%, 5-year 8.45%, 10-year 11.55%.

MSOOX returns outperform the peer average of 15.31% 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.