MOSSX Mutual Fund

NAV$9.49

Returns Overview

1 Month
+5.33%
3 Months
+7.72%
6 Months
+6.03%
YTD
+7.23%
1 Year
+8.49%
3 Years (annualized)
+10.11%
5 Years (annualized)
+6.10%
10 Years (annualized)
+9.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOSSX 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)
+7.23%
Peer Avg (YTD)
+9.13%
vs Peers
-1.90%

MOSSX Mutual Fund Performance

MOSSX performance across multiple time periods: 1-month 5.33%, YTD 7.23%, 1-year 8.49%, 3-year 10.11%, 5-year 6.10%, 10-year 9.03%.

MOSSX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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