MOINX Mutual Fund

NAV$36.15

Returns Overview

1 Month
+6.07%
3 Months
+30.12%
6 Months
+33.14%
YTD
+32.23%
1 Year
+55.23%
3 Years (annualized)
+23.08%
5 Years (annualized)
+13.06%
10 Years (annualized)
+13.54%

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
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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+32.23%
Peer Avg (YTD)
+18.52%
vs Peers
+13.70%

MOINX Mutual Fund Performance

MOINX performance across multiple time periods: 1-month 6.07%, YTD 32.23%, 1-year 55.23%, 3-year 23.08%, 5-year 13.06%, 10-year 13.54%.

MOINX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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