MOERX Mutual Fund

MOERX Mutual Fund

NAV$17.19
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Returns Overview

1 Month
-0.23%
3 Months
-0.17%
6 Months
+2.93%
YTD
+8.87%
1 Year
+10.53%
3 Years (annualized)
+17.11%
5 Years (annualized)
+7.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOERX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.87%
Peer Avg (YTD)
+6.38%
vs Peers
+2.49%

MOERX Mutual Fund Performance

MOERX performance across multiple time periods: 1-month -0.23%, YTD 8.87%, 1-year 10.53%, 3-year 17.11%, 5-year 7.03%.

MOERX returns outperform the peer average of 6.38% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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