MOFIX Mutual Fund

MOFIX Mutual Fund

NAV$8.09
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Returns Overview

1 Month
+0.36%
3 Months
+0.88%
6 Months
-1.77%
YTD
+2.70%
1 Year
+5.42%
3 Years (annualized)
+5.30%
5 Years (annualized)
+0.76%
10 Years (annualized)
+1.40%

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
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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
JP Morgan GBI-EM Diversified Index
This Mutual Fund (YTD)
+2.70%
Peer Avg (YTD)
+2.15%
vs Peers
+0.55%

MOFIX Mutual Fund Performance

MOFIX performance across multiple time periods: 1-month 0.36%, YTD 2.70%, 1-year 5.42%, 3-year 5.30%, 5-year 0.76%, 10-year 1.40%.

MOFIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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