MOEIX Mutual Fund

MOEIX Mutual Fund

NAV$17.74
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Returns Overview

1 Month
-1.15%
3 Months
+3.23%
6 Months
+7.15%
YTD
+9.32%
1 Year
+18.90%
3 Years (annualized)
+14.08%
5 Years (annualized)
+8.24%

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)
+9.32%
Peer Avg (YTD)
+6.57%
vs Peers
+2.75%

MOEIX Mutual Fund Performance

MOEIX performance across multiple time periods: 1-month -1.15%, YTD 9.32%, 1-year 18.90%, 3-year 14.08%, 5-year 8.24%.

MOEIX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.56%, 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.