MSSOX Mutual Fund

MSSOX Mutual Fund

NAV$18.90
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Returns Overview

1 Month
-1.45%
3 Months
-1.81%
6 Months
-0.52%
YTD
+3.25%
1 Year
+4.42%
3 Years (annualized)
+12.90%
5 Years (annualized)
+3.72%
10 Years (annualized)
+5.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSSOX 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
PROUpgrade to run
🏦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
Customized MSIM Global Allocation Index
This Mutual Fund (YTD)
+3.25%
Peer Avg (YTD)
+5.28%
vs Peers
-2.03%

MSSOX Mutual Fund Performance

MSSOX performance across multiple time periods: 1-month -1.45%, YTD 3.25%, 1-year 4.42%, 3-year 12.90%, 5-year 3.72%, 10-year 5.98%.

MSSOX returns trail the peer average of 5.28% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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