MODXX Mutual Fund

MODXX Mutual Fund

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Returns Overview

3 Months
+0.45%
6 Months
+0.75%
YTD
+1.06%
1 Year
+1.25%
3 Years (annualized)
+2.04%
5 Years (annualized)
+1.71%
10 Years (annualized)
+1.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MODXX 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

This Mutual Fund (YTD)
+1.06%
Peer Avg (YTD)
+2.21%
vs Peers
-1.15%

MODXX Mutual Fund Performance

MODXX performance across multiple time periods: YTD 1.06%, 1-year 1.25%, 3-year 2.04%, 5-year 1.71%, 10-year 1.13%.

MODXX returns trail the peer average of 2.21% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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