MOFTX Mutual Fund

MOFTX Mutual Fund

NAV$8.08
See how much of MOFTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.36%
3 Months
+0.80%
6 Months
-1.77%
YTD
+2.37%
1 Year
+5.07%
3 Years (annualized)
+2.89%
5 Years (annualized)
+2.15%
10 Years (annualized)
+3.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOFTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JP Morgan GBI-EM Diversified Index
This Mutual Fund (YTD)
+2.37%
Peer Avg (YTD)
+2.15%
vs Peers
+0.22%

MOFTX Mutual Fund Performance

MOFTX performance across multiple time periods: 1-month 0.36%, YTD 2.37%, 1-year 5.07%, 3-year 2.89%, 5-year 2.15%, 10-year 3.38%.

MOFTX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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