MTOIX Mutual Fund

MTOIX Mutual Fund

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Returns Overview

1 Month
-2.49%
3 Months
-1.29%
6 Months
+9.86%
YTD
+12.20%
1 Year
+15.75%
3 Years (annualized)
+16.62%
5 Years (annualized)
+7.71%
10 Years (annualized)
+7.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTOIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index (Net)
This Mutual Fund (YTD)
+12.20%
Peer Avg (YTD)
+5.22%
vs Peers
+6.98%

MTOIX Mutual Fund Performance

MTOIX performance across multiple time periods: 1-month -2.49%, YTD 12.20%, 1-year 15.75%, 3-year 16.62%, 5-year 7.71%, 10-year 7.96%.

MTOIX returns outperform the peer average of 5.22% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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