MSCOX Mutual Fund

NAV$9.49

Returns Overview

1 Month
-2.77%
3 Months
+3.60%
6 Months
-2.27%
YTD
-2.57%
1 Year
+2.62%
3 Years (annualized)
+13.48%
5 Years (annualized)
-10.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSCOX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
-2.57%
Peer Avg (YTD)
+18.52%
vs Peers
-21.09%

MSCOX Mutual Fund Performance

MSCOX performance across multiple time periods: 1-month -2.77%, YTD -2.57%, 1-year 2.62%, 3-year 13.48%, 5-year -10.21%.

MSCOX returns trail the peer average of 18.52% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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