MOMXX Mutual Fund

MOMXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.28%
3 Months
+0.73%
6 Months
+1.58%
YTD
+2.34%
1 Year
+3.19%
3 Years (annualized)
+2.04%
5 Years (annualized)
+1.47%
10 Years (annualized)
+0.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOMXX 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

This Mutual Fund (YTD)
+2.34%
Peer Avg (YTD)
+2.95%
vs Peers
-0.62%

MOMXX Mutual Fund Performance

MOMXX performance across multiple time periods: 1-month 0.28%, YTD 2.34%, 1-year 3.19%, 3-year 2.04%, 5-year 1.47%, 10-year 0.95%.

MOMXX returns trail the peer average of 2.95% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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