MUESX Mutual Fund

MUESX Mutual Fund

NAV$41.31
See how much of MUESX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.32%
3 Months
+3.67%
6 Months
+18.14%
YTD
+13.88%
1 Year
+15.82%
3 Years (annualized)
+20.81%
5 Years (annualized)
+12.94%
10 Years (annualized)
+14.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUESX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.88%
Peer Avg (YTD)
+9.98%
vs Peers
+3.90%

MUESX Mutual Fund Performance

MUESX performance across multiple time periods: 1-month -0.32%, YTD 13.88%, 1-year 15.82%, 3-year 20.81%, 5-year 12.94%, 10-year 14.16%.

MUESX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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