MOEIX Mutual Fund

MOEIX Mutual Fund

NAV$17.47
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Returns Overview

1 Month
-1.87%
3 Months
-0.92%
6 Months
+11.63%
YTD
+9.58%
1 Year
+13.15%
3 Years (annualized)
+15.79%
5 Years (annualized)
+8.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOEIX 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)
+9.58%
Peer Avg (YTD)
+6.10%
vs Peers
+3.48%

MOEIX Mutual Fund Performance

MOEIX performance across multiple time periods: 1-month -1.87%, YTD 9.58%, 1-year 13.15%, 3-year 15.79%, 5-year 8.31%.

MOEIX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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