MOINX Mutual Fund

MOINX Mutual Fund

NAV$33.32
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Returns Overview

1 Month
-1.82%
3 Months
-4.69%
6 Months
+3.65%
YTD
+18.63%
1 Year
+27.85%
3 Years (annualized)
+24.14%
5 Years (annualized)
+6.92%
10 Years (annualized)
+8.08%

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)
+18.63%
Peer Avg (YTD)
+12.21%
vs Peers
+6.42%

MOINX Mutual Fund Performance

MOINX performance across multiple time periods: 1-month -1.82%, YTD 18.63%, 1-year 27.85%, 3-year 24.14%, 5-year 6.92%, 10-year 8.08%.

MOINX returns outperform the peer average of 12.21% 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.