MSCIX Mutual Fund

NAV$10.62

Returns Overview

1 Month
-0.93%
3 Months
+2.21%
6 Months
+4.53%
YTD
+9.48%
1 Year
+10.57%
3 Years (annualized)
+10.14%
5 Years (annualized)
+2.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSCIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+9.48%
Peer Avg (YTD)
+18.52%
vs Peers
-9.04%

MSCIX Mutual Fund Performance

MSCIX performance across multiple time periods: 1-month -0.93%, YTD 9.48%, 1-year 10.57%, 3-year 10.14%, 5-year 2.32%.

MSCIX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

MSCIX performance comparison shows side-by-side returns with another fund. MSCIX alternatives are available in the Mutual Fund Screener.