MOEAX Mutual Fund

NAV$17.68

Returns Overview

1 Month
+0.63%
3 Months
+12.56%
6 Months
+11.13%
YTD
+10.49%
1 Year
+21.17%
3 Years (annualized)
+15.40%
5 Years (annualized)
+8.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOEAX 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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.49%
Peer Avg (YTD)
+6.73%
vs Peers
+3.77%

MOEAX Mutual Fund Performance

MOEAX performance across multiple time periods: 1-month 0.63%, YTD 10.49%, 1-year 21.17%, 3-year 15.40%, 5-year 8.36%.

MOEAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

MOEAX performance comparison shows side-by-side returns with another fund. MOEAX alternatives are available in the Mutual Fund Screener.