MOSAX Mutual Fund

MOSAX Mutual Fund

NAV$9.26
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Returns Overview

1 Month
+5.03%
3 Months
+7.24%
6 Months
+5.52%
YTD
+6.62%
1 Year
+16.04%
3 Years (annualized)
+10.47%
5 Years (annualized)
+6.61%
10 Years (annualized)
+8.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOSAX 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
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📉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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.62%
Peer Avg (YTD)
+9.42%
vs Peers
-2.80%

MOSAX Mutual Fund Performance

MOSAX performance across multiple time periods: 1-month 5.03%, YTD 6.62%, 1-year 16.04%, 3-year 10.47%, 5-year 6.61%, 10-year 8.53%.

MOSAX returns trail the peer average of 9.42% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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