MOFTX Mutual Fund

MOFTX Mutual Fund

NAV$8.09
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Returns Overview

1 Month
-2.65%
3 Months
-3.35%
6 Months
-1.94%
YTD
-3.47%
1 Year
+2.02%
3 Years (annualized)
+2.89%
5 Years (annualized)
+2.15%
10 Years (annualized)
+3.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOFTX 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
JP Morgan GBI-EM Diversified Index
This Mutual Fund (YTD)
-3.47%
Peer Avg (YTD)
+0.50%
vs Peers
-3.97%

MOFTX Mutual Fund Performance

MOFTX performance across multiple time periods: 1-month -2.65%, YTD -3.47%, 1-year 2.02%, 3-year 2.89%, 5-year 2.15%, 10-year 3.38%.

MOFTX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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