MOEIX Mutual Fund

MOEIX Mutual Fund

NAV$17.56
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Returns Overview

1 Month
+2.15%
3 Months
+1.62%
6 Months
+8.10%
YTD
+11.67%
1 Year
+18.46%
3 Years (annualized)
+15.79%
5 Years (annualized)
+8.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOEIX 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)
+11.67%
Peer Avg (YTD)
+7.17%
vs Peers
+4.50%

MOEIX Mutual Fund Performance

MOEIX performance across multiple time periods: 1-month 2.15%, YTD 11.67%, 1-year 18.46%, 3-year 15.79%, 5-year 8.31%.

MOEIX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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