MOSZX Mutual Fund

MOSZX Mutual Fund

NAV$9.10
See how much of MOSZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.54%
3 Months
+1.23%
6 Months
+9.04%
YTD
+3.08%
1 Year
+7.61%
3 Years (annualized)
+13.07%
5 Years (annualized)
+7.14%
10 Years (annualized)
+9.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOSZX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+3.08%
Peer Avg (YTD)
+9.29%
vs Peers
-6.22%

MOSZX Mutual Fund Performance

MOSZX performance across multiple time periods: 1-month -4.54%, YTD 3.08%, 1-year 7.61%, 3-year 13.07%, 5-year 7.14%, 10-year 9.02%.

MOSZX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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