MOSAX Mutual Fund

MOSAX Mutual Fund

NAV$8.90
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Returns Overview

1 Month
-4.64%
3 Months
+1.14%
6 Months
+8.60%
YTD
+2.67%
1 Year
+7.05%
3 Years (annualized)
+12.50%
5 Years (annualized)
+6.58%
10 Years (annualized)
+8.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOSAX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+2.67%
Peer Avg (YTD)
+9.29%
vs Peers
-6.62%

MOSAX Mutual Fund Performance

MOSAX performance across multiple time periods: 1-month -4.64%, YTD 2.67%, 1-year 7.05%, 3-year 12.50%, 5-year 6.58%, 10-year 8.43%.

MOSAX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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