MOERX Mutual Fund

NAV$17.59

Returns Overview

1 Month
+0.64%
3 Months
+12.52%
6 Months
+11.02%
YTD
+10.39%
1 Year
+20.83%
3 Years (annualized)
+15.00%
5 Years (annualized)
+8.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOERX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.39%
Peer Avg (YTD)
+6.73%
vs Peers
+3.66%

MOERX Mutual Fund Performance

MOERX performance across multiple time periods: 1-month 0.64%, YTD 10.39%, 1-year 20.83%, 3-year 15.00%, 5-year 8.00%.

MOERX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

MOERX performance comparison shows side-by-side returns with another fund. MOERX alternatives are available in the Mutual Fund Screener.