MOSYX Mutual Fund

NAV$9.38

Returns Overview

1 Month
+5.39%
3 Months
+7.69%
6 Months
+5.99%
YTD
+7.08%
1 Year
+8.26%
3 Years (annualized)
+9.90%
5 Years (annualized)
+5.96%
10 Years (annualized)
+8.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOSYX 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)
+7.08%
Peer Avg (YTD)
+9.13%
vs Peers
-2.05%

MOSYX Mutual Fund Performance

MOSYX performance across multiple time periods: 1-month 5.39%, YTD 7.08%, 1-year 8.26%, 3-year 9.90%, 5-year 5.96%, 10-year 8.90%.

MOSYX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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