MSOPX Mutual Fund

MSOPX Mutual Fund

NAV$28.19
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Returns Overview

1 Month
-4.43%
3 Months
-3.34%
6 Months
+1.13%
YTD
-2.73%
1 Year
-6.56%
3 Years (annualized)
+17.84%
5 Years (annualized)
+1.93%
10 Years (annualized)
+12.18%

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)
-2.73%
Peer Avg (YTD)
+5.23%
vs Peers
-7.96%

MSOPX Mutual Fund Performance

MSOPX performance across multiple time periods: 1-month -4.43%, YTD -2.73%, 1-year -6.56%, 3-year 17.84%, 5-year 1.93%, 10-year 12.18%.

MSOPX returns trail the peer average of 5.23% 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.