MUOCX Mutual Fund

MUOCX Mutual Fund

NAV$34.37
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Returns Overview

1 Month
-0.12%
3 Months
+2.66%
6 Months
+15.79%
YTD
+5.24%
1 Year
+6.31%
3 Years (annualized)
+18.18%
5 Years (annualized)
+8.85%
10 Years (annualized)
+12.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUOCX 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)
+5.24%
Peer Avg (YTD)
+9.98%
vs Peers
-4.74%

MUOCX Mutual Fund Performance

MUOCX performance across multiple time periods: 1-month -0.12%, YTD 5.24%, 1-year 6.31%, 3-year 18.18%, 5-year 8.85%, 10-year 12.81%.

MUOCX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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