MOSYX Mutual Fund

MOSYX Mutual Fund

NAV$9.06
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Returns Overview

1 Month
-4.66%
3 Months
+1.12%
6 Months
+8.83%
YTD
+2.74%
1 Year
+7.16%
3 Years (annualized)
+12.83%
5 Years (annualized)
+6.91%
10 Years (annualized)
+8.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOSYX 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)
+2.74%
Peer Avg (YTD)
+9.29%
vs Peers
-6.55%

MOSYX Mutual Fund Performance

MOSYX performance across multiple time periods: 1-month -4.66%, YTD 2.74%, 1-year 7.16%, 3-year 12.83%, 5-year 6.91%, 10-year 8.79%.

MOSYX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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