MOINX Mutual Fund

MOINX Mutual Fund

NAV$34.73
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Returns Overview

1 Month
-5.87%
3 Months
+8.75%
6 Months
+18.73%
YTD
+24.47%
1 Year
+45.32%
3 Years (annualized)
+17.99%
5 Years (annualized)
+8.39%
10 Years (annualized)
+8.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOINX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+24.47%
Peer Avg (YTD)
+15.31%
vs Peers
+9.16%

MOINX Mutual Fund Performance

MOINX performance across multiple time periods: 1-month -5.87%, YTD 24.47%, 1-year 45.32%, 3-year 17.99%, 5-year 8.39%, 10-year 8.24%.

MOINX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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