MOINX Mutual Fund

MOINX Mutual Fund

NAV$33.45
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Returns Overview

1 Month
-3.48%
3 Months
-8.62%
6 Months
+18.90%
YTD
+20.83%
1 Year
+29.16%
3 Years (annualized)
+20.58%
5 Years (annualized)
+8.50%
10 Years (annualized)
+8.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOINX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+20.83%
Peer Avg (YTD)
+10.34%
vs Peers
+10.49%

MOINX Mutual Fund Performance

MOINX performance across multiple time periods: 1-month -3.48%, YTD 20.83%, 1-year 29.16%, 3-year 20.58%, 5-year 8.50%, 10-year 8.25%.

MOINX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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