MOSZX Mutual Fund

MOSZX Mutual Fund

NAV$9.46
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Returns Overview

1 Month
+1.66%
3 Months
-1.92%
6 Months
+5.26%
YTD
+4.78%
1 Year
+9.40%
3 Years (annualized)
+15.50%
5 Years (annualized)
+6.33%
10 Years (annualized)
+8.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOSZX 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)
+4.78%
Peer Avg (YTD)
+8.05%
vs Peers
-3.27%

MOSZX Mutual Fund Performance

MOSZX performance across multiple time periods: 1-month 1.66%, YTD 4.78%, 1-year 9.40%, 3-year 15.50%, 5-year 6.33%, 10-year 8.69%.

MOSZX returns trail the peer average of 8.05% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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