MOSFX Mutual Fund

MOSFX Mutual Fund

NAV$8.83
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Returns Overview

1 Month
+1.65%
3 Months
-2.04%
6 Months
+4.99%
YTD
+4.35%
1 Year
+8.85%
3 Years (annualized)
+14.95%
5 Years (annualized)
+5.85%
10 Years (annualized)
+8.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOSFX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+4.35%
Peer Avg (YTD)
+8.05%
vs Peers
-3.70%

MOSFX Mutual Fund Performance

MOSFX performance across multiple time periods: 1-month 1.65%, YTD 4.35%, 1-year 8.85%, 3-year 14.95%, 5-year 5.85%, 10-year 8.20%.

MOSFX returns trail the peer average of 8.05% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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