MOEVX Mutual Fund

NAV$17.64

Returns Overview

1 Month
+0.63%
3 Months
+12.52%
6 Months
+11.01%
YTD
+10.38%
1 Year
+20.91%
3 Years (annualized)
+15.10%
5 Years (annualized)
+8.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOEVX 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)
+10.38%
Peer Avg (YTD)
+6.73%
vs Peers
+3.65%

MOEVX Mutual Fund Performance

MOEVX performance across multiple time periods: 1-month 0.63%, YTD 10.38%, 1-year 20.91%, 3-year 15.10%, 5-year 8.10%.

MOEVX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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