MSSOX Mutual Fund

NAV$18.97

Returns Overview

1 Month
-2.27%
3 Months
+0.16%
YTD
+2.87%
1 Year
+12.79%
3 Years (annualized)
+11.58%
5 Years (annualized)
+4.29%
10 Years (annualized)
+6.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSSOX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Customized MSIM Global Allocation Index
This Mutual Fund (YTD)
+2.87%
Peer Avg (YTD)
+5.87%
vs Peers
-2.99%

MSSOX Mutual Fund Performance

MSSOX performance across multiple time periods: 1-month -2.27%, YTD 2.87%, 1-year 12.79%, 3-year 11.58%, 5-year 4.29%, 10-year 6.36%.

MSSOX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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