MTOIX Mutual Fund

MTOIX Mutual Fund

NAV$26.06
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Returns Overview

1 Month
+2.46%
3 Months
+0.91%
6 Months
+6.02%
YTD
+14.96%
1 Year
+17.33%
3 Years (annualized)
+19.18%
5 Years (annualized)
+7.85%
10 Years (annualized)
+8.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTOIX 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 World Index (Net)
This Mutual Fund (YTD)
+14.96%
Peer Avg (YTD)
+5.74%
vs Peers
+9.23%

MTOIX Mutual Fund Performance

MTOIX performance across multiple time periods: 1-month 2.46%, YTD 14.96%, 1-year 17.33%, 3-year 19.18%, 5-year 7.85%, 10-year 8.12%.

MTOIX returns outperform the peer average of 5.74% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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