MOSZX Mutual Fund

NAV$9.42

Returns Overview

1 Month
+5.37%
3 Months
+7.78%
6 Months
+6.20%
YTD
+7.29%
1 Year
+8.59%
3 Years (annualized)
+10.19%
5 Years (annualized)
+6.21%
10 Years (annualized)
+9.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MOSZX 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)
+7.29%
Peer Avg (YTD)
+9.13%
vs Peers
-1.84%

MOSZX Mutual Fund Performance

MOSZX performance across multiple time periods: 1-month 5.37%, YTD 7.29%, 1-year 8.59%, 3-year 10.19%, 5-year 6.21%, 10-year 9.13%.

MOSZX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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