MOSLX Mutual Fund

NAV$9.37

Returns Overview

1 Month
+3.42%
3 Months
+7.58%
6 Months
+3.54%
YTD
+5.16%
1 Year
+8.13%
3 Years (annualized)
+9.83%
5 Years (annualized)
+5.87%
10 Years (annualized)
+8.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOSLX 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)
+5.16%
Peer Avg (YTD)
+9.13%
vs Peers
-3.97%

MOSLX Mutual Fund Performance

MOSLX performance across multiple time periods: 1-month 3.42%, YTD 5.16%, 1-year 8.13%, 3-year 9.83%, 5-year 5.87%, 10-year 8.79%.

MOSLX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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