MOEAX Mutual Fund

MOEAX Mutual Fund

NAV$17.71
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Returns Overview

1 Month
-1.20%
3 Months
+3.10%
6 Months
+7.00%
YTD
+9.17%
1 Year
+18.60%
3 Years (annualized)
+13.79%
5 Years (annualized)
+7.96%

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)
+9.17%
Peer Avg (YTD)
+6.57%
vs Peers
+2.59%

MOEAX Mutual Fund Performance

MOEAX performance across multiple time periods: 1-month -1.20%, YTD 9.17%, 1-year 18.60%, 3-year 13.79%, 5-year 7.96%.

MOEAX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.81%, 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.