MIUAX Mutual Fund

MIUAX Mutual Fund

NAV$8.85
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Returns Overview

1 Month
-3.97%
3 Months
-5.56%
6 Months
-3.51%
YTD
-3.73%
1 Year
-2.05%
3 Years (annualized)
+4.12%
5 Years (annualized)
+1.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIUAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-3.73%
Peer Avg (YTD)
-3.84%
vs Peers
+0.11%

MIUAX Mutual Fund Performance

MIUAX performance across multiple time periods: 1-month -3.97%, YTD -3.73%, 1-year -2.05%, 3-year 4.12%, 5-year 1.07%.

MIUAX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

MIUAX vs another fund shows side-by-side returns. MIUAX alternatives are available in the Mutual Fund Screener.