MOEAX Mutual Fund

MOEAX Mutual Fund

NAV$17.49
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Returns Overview

1 Month
-1.93%
3 Months
-1.03%
6 Months
+11.40%
YTD
+9.36%
1 Year
+12.81%
3 Years (annualized)
+15.52%
5 Years (annualized)
+8.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOEAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.36%
Peer Avg (YTD)
+6.10%
vs Peers
+3.26%

MOEAX Mutual Fund Performance

MOEAX performance across multiple time periods: 1-month -1.93%, YTD 9.36%, 1-year 12.81%, 3-year 15.52%, 5-year 8.04%.

MOEAX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

MOEAX vs another fund shows side-by-side returns. MOEAX alternatives are available in the Mutual Fund Screener.