MSOIX Mutual Fund

NAV$35.70

Returns Overview

1 Month
+2.76%
3 Months
+4.52%
6 Months
-1.27%
YTD
+2.60%
1 Year
-2.45%
3 Years
+8.13%
5 Years
+9.44%
10 Years
+11.79%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would MSOIX 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)
+2.60%
Peer Avg (YTD)
+1.87%
vs Peers
+0.73%

MSOIX Mutual Fund Performance

MSOIX performance across multiple time periods: 1-month 2.76%, YTD 2.60%, 1-year -2.45%, 3-year 8.13%, 5-year 9.44%, 10-year 11.79%.

MSOIX returns outperform the peer average of 1.87% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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