MSOCX Mutual Fund

NAV$28.54

Returns Overview

1 Month
-4.68%
3 Months
+2.40%
6 Months
+0.32%
YTD
+1.21%
1 Year
+3.81%
3 Years (annualized)
+12.38%
5 Years (annualized)
-1.00%
10 Years (annualized)
+10.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSOCX 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
MSCI All Country World ex USA Net Index
This Mutual Fund (YTD)
+1.21%
Peer Avg (YTD)
+8.97%
vs Peers
-7.77%

MSOCX Mutual Fund Performance

MSOCX performance across multiple time periods: 1-month -4.68%, YTD 1.21%, 1-year 3.81%, 3-year 12.38%, 5-year -1.00%, 10-year 10.87%.

MSOCX returns trail the peer average of 8.97% YTD. With an expense ratio of 2.10%, investors should weigh costs against performance when evaluating this mutual fund.

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