MUETX Mutual Fund

MUETX Mutual Fund

NAV$44.59
See how much of MUETX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.30%
3 Months
+3.73%
6 Months
+18.29%
YTD
+14.09%
1 Year
+16.10%
3 Years (annualized)
+21.11%
5 Years (annualized)
+13.22%
10 Years (annualized)
+14.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUETX 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)
+14.09%
Peer Avg (YTD)
+9.98%
vs Peers
+4.10%

MUETX Mutual Fund Performance

MUETX performance across multiple time periods: 1-month -0.30%, YTD 14.09%, 1-year 16.10%, 3-year 21.11%, 5-year 13.22%, 10-year 14.44%.

MUETX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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