MOEVX Mutual Fund

MOEVX Mutual Fund

NAV$17.66
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Returns Overview

1 Month
-1.20%
3 Months
+3.11%
6 Months
+6.89%
YTD
+9.05%
1 Year
+18.41%
3 Years (annualized)
+13.52%
5 Years (annualized)
+7.70%

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)
+9.05%
Peer Avg (YTD)
+6.57%
vs Peers
+2.48%

MOEVX Mutual Fund Performance

MOEVX performance across multiple time periods: 1-month -1.20%, YTD 9.05%, 1-year 18.41%, 3-year 13.52%, 5-year 7.70%.

MOEVX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.07%, 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.