MSOPX Mutual Fund

MSOPX Mutual Fund

NAV$29.83
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Returns Overview

1 Month
-5.17%
3 Months
+4.62%
6 Months
+1.52%
YTD
+0.63%
1 Year
-0.77%
3 Years (annualized)
+14.12%
5 Years (annualized)
+3.09%
10 Years (annualized)
+13.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSOPX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+0.63%
Peer Avg (YTD)
+6.23%
vs Peers
-5.60%

MSOPX Mutual Fund Performance

MSOPX performance across multiple time periods: 1-month -5.17%, YTD 0.63%, 1-year -0.77%, 3-year 14.12%, 5-year 3.09%, 10-year 13.45%.

MSOPX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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