MSOAX Mutual Fund

NAV$35.45

Returns Overview

1 Month
+2.73%
3 Months
+4.46%
6 Months
-1.40%
YTD
+2.56%
1 Year
-2.68%
3 Years
+7.85%
5 Years
+9.17%
10 Years
+11.51%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would MSOAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.56%
Peer Avg (YTD)
+1.87%
vs Peers
+0.69%

MSOAX Mutual Fund Performance

MSOAX performance across multiple time periods: 1-month 2.73%, YTD 2.56%, 1-year -2.68%, 3-year 7.85%, 5-year 9.17%, 10-year 11.51%.

MSOAX returns outperform the peer average of 1.87% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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