MOERX Mutual Fund

MOERX Mutual Fund

NAV$17.42
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Returns Overview

1 Month
-1.99%
3 Months
-1.15%
6 Months
+11.23%
YTD
+9.12%
1 Year
+12.48%
3 Years (annualized)
+15.13%
5 Years (annualized)
+7.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOERX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.12%
Peer Avg (YTD)
+6.10%
vs Peers
+3.02%

MOERX Mutual Fund Performance

MOERX performance across multiple time periods: 1-month -1.99%, YTD 9.12%, 1-year 12.48%, 3-year 15.13%, 5-year 7.68%.

MOERX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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