MOSFX Mutual Fund

MOSFX Mutual Fund

NAV$8.54
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Returns Overview

1 Month
-4.61%
3 Months
+1.19%
6 Months
+8.71%
YTD
+2.66%
1 Year
+7.08%
3 Years (annualized)
+12.58%
5 Years (annualized)
+6.66%
10 Years (annualized)
+8.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOSFX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+2.66%
Peer Avg (YTD)
+9.29%
vs Peers
-6.63%

MOSFX Mutual Fund Performance

MOSFX performance across multiple time periods: 1-month -4.61%, YTD 2.66%, 1-year 7.08%, 3-year 12.58%, 5-year 6.66%, 10-year 8.52%.

MOSFX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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