MUHLX Mutual Fund

MUHLX Mutual Fund

NAV$84.94
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Returns Overview

1 Month
-5.53%
3 Months
+4.80%
6 Months
+3.83%
YTD
+12.26%
1 Year
+15.18%
3 Years (annualized)
+14.39%
5 Years (annualized)
+12.94%
10 Years (annualized)
+11.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUHLX 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
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📉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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+12.26%
Peer Avg (YTD)
+10.00%
vs Peers
+2.26%

MUHLX Mutual Fund Performance

MUHLX performance across multiple time periods: 1-month -5.53%, YTD 12.26%, 1-year 15.18%, 3-year 14.39%, 5-year 12.94%, 10-year 11.72%.

MUHLX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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