MOFIX Mutual Fund

NAV$8.35

Returns Overview

1 Month
-0.12%
3 Months
+1.45%
6 Months
-0.09%
YTD
-0.09%
1 Year
+0.59%
3 Years (annualized)
+2.58%
5 Years (annualized)
-0.04%
10 Years (annualized)
+2.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOFIX 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
JP Morgan GBI-EM Diversified Index
This Mutual Fund (YTD)
-0.09%
Peer Avg (YTD)
+3.23%
vs Peers
-3.32%

MOFIX Mutual Fund Performance

MOFIX performance across multiple time periods: 1-month -0.12%, YTD -0.09%, 1-year 0.59%, 3-year 2.58%, 5-year -0.04%, 10-year 2.41%.

MOFIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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