MOORX Mutual Fund

MOORX Mutual Fund

NAV$17.72
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Returns Overview

1 Month
-6.51%
3 Months
-8.53%
6 Months
+10.28%
YTD
+8.07%
1 Year
+11.88%
3 Years (annualized)
+14.74%
5 Years (annualized)
+7.62%
10 Years (annualized)
+10.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOORX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+8.07%
Peer Avg (YTD)
+10.34%
vs Peers
-2.27%

MOORX Mutual Fund Performance

MOORX performance across multiple time periods: 1-month -6.51%, YTD 8.07%, 1-year 11.88%, 3-year 14.74%, 5-year 7.62%, 10-year 10.92%.

MOORX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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