MOSSX Mutual Fund

MOSSX Mutual Fund

NAV$9.37
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Returns Overview

1 Month
+4.99%
3 Months
+7.38%
6 Months
+5.70%
YTD
+6.89%
1 Year
+16.64%
3 Years (annualized)
+10.95%
5 Years (annualized)
+7.08%
10 Years (annualized)
+9.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOSSX 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)
+6.89%
Peer Avg (YTD)
+9.42%
vs Peers
-2.53%

MOSSX Mutual Fund Performance

MOSSX performance across multiple time periods: 1-month 4.99%, YTD 6.89%, 1-year 16.64%, 3-year 10.95%, 5-year 7.08%, 10-year 9.03%.

MOSSX returns trail the peer average of 9.42% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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