MUIFX Mutual Fund

MUIFX Mutual Fund

NAV$30.44
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Returns Overview

1 Month
+0.09%
3 Months
+1.59%
6 Months
+14.76%
YTD
+7.75%
1 Year
+9.64%
3 Years (annualized)
+12.29%
5 Years (annualized)
+6.84%
10 Years (annualized)
+12.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUIFX 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 Index(SPX)
This Mutual Fund (YTD)
+7.75%
Peer Avg (YTD)
+9.98%
vs Peers
-2.23%

MUIFX Mutual Fund Performance

MUIFX performance across multiple time periods: 1-month 0.09%, YTD 7.75%, 1-year 9.64%, 3-year 12.29%, 5-year 6.84%, 10-year 12.16%.

MUIFX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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