MOORX Mutual Fund

NAV$19.23

Returns Overview

1 Month
-0.72%
3 Months
+9.14%
6 Months
+11.67%
YTD
+16.69%
1 Year
+16.31%
3 Years (annualized)
+12.47%
5 Years (annualized)
+6.23%
10 Years (annualized)
+9.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOORX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+16.69%
Peer Avg (YTD)
+18.52%
vs Peers
-1.84%

MOORX Mutual Fund Performance

MOORX performance across multiple time periods: 1-month -0.72%, YTD 16.69%, 1-year 16.31%, 3-year 12.47%, 5-year 6.23%, 10-year 9.52%.

MOORX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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