MSSOX Mutual Fund

MSSOX Mutual Fund

NAV$19.67
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Returns Overview

1 Month
-0.56%
3 Months
+1.31%
6 Months
+2.97%
YTD
+5.15%
1 Year
+12.46%
3 Years (annualized)
+10.40%
5 Years (annualized)
+4.12%
10 Years (annualized)
+6.02%

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
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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
Customized MSIM Global Allocation Index
This Mutual Fund (YTD)
+5.15%
Peer Avg (YTD)
+5.54%
vs Peers
-0.39%

MSSOX Mutual Fund Performance

MSSOX performance across multiple time periods: 1-month -0.56%, YTD 5.15%, 1-year 12.46%, 3-year 10.40%, 5-year 4.12%, 10-year 6.02%.

MSSOX returns trail the peer average of 5.54% 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.