MOECX Mutual Fund

MOECX Mutual Fund

NAV$17.23
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Returns Overview

1 Month
-1.26%
3 Months
+2.99%
6 Months
+6.63%
YTD
+8.72%
1 Year
+17.75%
3 Years (annualized)
+12.97%
5 Years (annualized)
+7.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOECX 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

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.72%
Peer Avg (YTD)
+6.57%
vs Peers
+2.15%

MOECX Mutual Fund Performance

MOECX performance across multiple time periods: 1-month -1.26%, YTD 8.72%, 1-year 17.75%, 3-year 12.97%, 5-year 7.16%.

MOECX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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