MOSAX Mutual Fund

NAV$9.21

Returns Overview

1 Month
+5.38%
3 Months
+7.59%
6 Months
+5.86%
YTD
+6.97%
1 Year
+7.94%
3 Years (annualized)
+9.60%
5 Years (annualized)
+5.62%
10 Years (annualized)
+8.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOSAX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.97%
Peer Avg (YTD)
+9.13%
vs Peers
-2.16%

MOSAX Mutual Fund Performance

MOSAX performance across multiple time periods: 1-month 5.38%, YTD 6.97%, 1-year 7.94%, 3-year 9.60%, 5-year 5.62%, 10-year 8.52%.

MOSAX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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