MOTBX Mutual Fund

MOTBX Mutual Fund

NAV$19.89
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Returns Overview

3 Months
+0.96%
6 Months
-1.09%
YTD
+2.53%
1 Year
+4.25%
3 Years (annualized)
+6.01%
5 Years (annualized)
+14.32%
10 Years (annualized)
+9.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOTBX 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
PROUpgrade to run
🏦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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+2.53%
Peer Avg (YTD)
-0.91%
vs Peers
+3.43%

MOTBX Mutual Fund Performance

MOTBX performance across multiple time periods: YTD 2.53%, 1-year 4.25%, 3-year 6.01%, 5-year 14.32%, 10-year 9.40%.

MOTBX returns outperform the peer average of -0.91% YTD. With an expense ratio of 2.24%, investors should weigh costs against performance when evaluating this mutual fund.

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