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MoA Small Cap Equity Index Fund (MASOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.06+0.09 (+0.90%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.79%
5-year average return7.74%
Number of years up4
Number of years down1
Best 1-yr total return (27 Jun 2024)26.56%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return26.56%
Worst 3-yr total return5.42%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMASOXCategory
YTD1.57%20.19%
1-month5.07%0.02%
3-month2.27%4.36%
1-year20.20%60.18%
3-year0.45%11.32%
5-year9.80%13.88%
10-year0.00%11.19%
Last bull market25.01%27.98%
Last bear market-14.20%-24.08%

Annual total return (%) history

Year
MASOXCategory
2024
N/AN/A
2023
15.87%N/A
2022
-16.31%N/A
2021
26.56%N/A
2020
10.62%10.99%
2019
22.40%23.75%
2018
N/A-12.72%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.45%N/AN/AN/A
20232.53%3.40%-5.02%15.07%
2022-5.69%-14.20%-5.14%9.05%
202118.16%4.46%-2.95%5.66%
2020-32.64%21.55%3.03%31.13%
201911.52%1.83%-0.27%8.08%
2018-20.12%N/AN/AN/A

Rank in category (by total return)

YTD82
1-month32
3-month44
1-year60
3-year65
5-year57

Load adjusted returns

1-year20.20%
3-year0.45%
5-year9.80%
10-yearN/A