MOORX Mutual Fund

MOORX Mutual Fund

NAV$17.89
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Returns Overview

1 Month
+2.08%
3 Months
-4.47%
6 Months
+1.28%
YTD
+10.32%
1 Year
+15.13%
3 Years (annualized)
+18.47%
5 Years (annualized)
+5.76%
10 Years (annualized)
+10.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOORX 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)
+10.32%
Peer Avg (YTD)
+12.21%
vs Peers
-1.89%

MOORX Mutual Fund Performance

MOORX performance across multiple time periods: 1-month 2.08%, YTD 10.32%, 1-year 15.13%, 3-year 18.47%, 5-year 5.76%, 10-year 10.73%.

MOORX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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