MSOPX Mutual Fund

NAV$28.78

Returns Overview

1 Month
+2.57%
3 Months
+20.15%
6 Months
+5.86%
YTD
+6.12%
1 Year
+0.86%
3 Years (annualized)
+20.76%
5 Years (annualized)
+5.00%
10 Years (annualized)
+14.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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
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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+6.12%
Peer Avg (YTD)
+8.97%
vs Peers
-2.85%

MSOPX Mutual Fund Performance

MSOPX performance across multiple time periods: 1-month 2.57%, YTD 6.12%, 1-year 0.86%, 3-year 20.76%, 5-year 5.00%, 10-year 14.76%.

MSOPX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.95%, 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.