MOEVX Mutual Fund

MOEVX Mutual Fund

NAV$17.53
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Returns Overview

1 Month
+2.09%
3 Months
+1.50%
6 Months
+7.85%
YTD
+11.33%
1 Year
+17.90%
3 Years (annualized)
+15.23%
5 Years (annualized)
+7.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOEVX 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)
+11.33%
Peer Avg (YTD)
+7.17%
vs Peers
+4.16%

MOEVX Mutual Fund Performance

MOEVX performance across multiple time periods: 1-month 2.09%, YTD 11.33%, 1-year 17.90%, 3-year 15.23%, 5-year 7.77%.

MOEVX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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