MSOPX Mutual Fund

NAV$25.49

Returns Overview

1 Month
-1.12%
3 Months
-4.78%
6 Months
-2.25%
YTD
-0.87%
1 Year
+3.11%
3 Years
+23.69%
5 Years
+5.06%
10 Years
+14.22%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would MSOPX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
-0.87%
Peer Avg (YTD)
+0.87%
vs Peers
-1.74%

MSOPX Mutual Fund Performance

MSOPX performance across multiple time periods: 1-month -1.12%, YTD -0.87%, 1-year 3.11%, 3-year 23.69%, 5-year 5.06%, 10-year 14.22%.

MSOPX returns trail the peer average of 0.87% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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