MUOIX Mutual Fund

MUOIX Mutual Fund

NAV$37.49
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Returns Overview

1 Month
-0.03%
3 Months
+2.96%
6 Months
+16.40%
YTD
+6.07%
1 Year
+7.47%
3 Years (annualized)
+19.45%
5 Years (annualized)
+9.99%
10 Years (annualized)
+14.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUOIX 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
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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)
+6.07%
Peer Avg (YTD)
+9.98%
vs Peers
-3.92%

MUOIX Mutual Fund Performance

MUOIX performance across multiple time periods: 1-month -0.03%, YTD 6.07%, 1-year 7.47%, 3-year 19.45%, 5-year 9.99%, 10-year 14.03%.

MUOIX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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