MOEAX Mutual Fund

MOEAX Mutual Fund

NAV$17.59
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Returns Overview

1 Month
+2.14%
3 Months
+1.55%
6 Months
+7.96%
YTD
+11.50%
1 Year
+18.24%
3 Years (annualized)
+15.52%
5 Years (annualized)
+8.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOEAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.50%
Peer Avg (YTD)
+7.17%
vs Peers
+4.33%

MOEAX Mutual Fund Performance

MOEAX performance across multiple time periods: 1-month 2.14%, YTD 11.50%, 1-year 18.24%, 3-year 15.52%, 5-year 8.04%.

MOEAX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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