MOSYX Mutual Fund

MOSYX Mutual Fund

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Returns Overview

1 Month
+1.07%
3 Months
+5.83%
6 Months
+3.85%
YTD
+7.76%
1 Year
+14.82%
3 Years (annualized)
+12.83%
5 Years (annualized)
+6.91%
10 Years (annualized)
+8.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOSYX 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)
+7.76%
Peer Avg (YTD)
+10.17%
vs Peers
-2.41%

MOSYX Mutual Fund Performance

MOSYX performance across multiple time periods: 1-month 1.07%, YTD 7.76%, 1-year 14.82%, 3-year 12.83%, 5-year 6.91%, 10-year 8.79%.

MOSYX returns trail the peer average of 10.17% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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