MSVOX Mutual Fund

MSVOX Mutual Fund

NAV$6.54
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Returns Overview

1 Month
+3.57%
3 Months
+3.09%
6 Months
-0.71%
YTD
+1.21%
1 Year
+29.48%
3 Years (annualized)
+3.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSVOX 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
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📉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 3000 Health Care Index(^RUAHC)
This Mutual Fund (YTD)
+1.21%
Peer Avg (YTD)
+1.69%
vs Peers
-0.47%

MSVOX Mutual Fund Performance

MSVOX performance across multiple time periods: 1-month 3.57%, YTD 1.21%, 1-year 29.48%, 3-year 3.31%.

MSVOX returns trail the peer average of 1.69% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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