MOSFX Mutual Fund

NAV$8.84

Returns Overview

1 Month
+5.36%
3 Months
+7.54%
6 Months
+5.87%
YTD
+6.89%
1 Year
-9.40%
3 Years (annualized)
+3.43%
5 Years (annualized)
+2.05%
10 Years (annualized)
+6.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOSFX 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)
+6.89%
Peer Avg (YTD)
+9.13%
vs Peers
-2.24%

MOSFX Mutual Fund Performance

MOSFX performance across multiple time periods: 1-month 5.36%, YTD 6.89%, 1-year -9.40%, 3-year 3.43%, 5-year 2.05%, 10-year 6.73%.

MOSFX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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