MSOOX Mutual Fund

NAV$20.95

Returns Overview

1 Month
+6.81%
3 Months
+20.74%
6 Months
+19.70%
YTD
+18.42%
1 Year
+28.51%
3 Years (annualized)
+16.63%
5 Years (annualized)
+8.77%
10 Years (annualized)
+11.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSOOX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.42%
Peer Avg (YTD)
+18.52%
vs Peers
-0.10%

MSOOX Mutual Fund Performance

MSOOX performance across multiple time periods: 1-month 6.81%, YTD 18.42%, 1-year 28.51%, 3-year 16.63%, 5-year 8.77%, 10-year 11.11%.

MSOOX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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