MTOIX Mutual Fund

NAV$26.09

Returns Overview

1 Month
+0.71%
3 Months
+11.29%
6 Months
+14.20%
YTD
+13.67%
1 Year
+22.31%
3 Years (annualized)
+16.12%
5 Years (annualized)
+7.86%
10 Years (annualized)
+8.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTOIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index (Net)
This Mutual Fund (YTD)
+13.67%
Peer Avg (YTD)
+5.93%
vs Peers
+7.73%

MTOIX Mutual Fund Performance

MTOIX performance across multiple time periods: 1-month 0.71%, YTD 13.67%, 1-year 22.31%, 3-year 16.12%, 5-year 7.86%, 10-year 8.06%.

MTOIX returns outperform the peer average of 5.93% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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