MUOSX Mutual Fund

MUOSX Mutual Fund

NAV$37.55
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Returns Overview

1 Month
-0.03%
3 Months
+2.95%
6 Months
+16.44%
YTD
+6.12%
1 Year
+7.52%
3 Years (annualized)
+19.51%
5 Years (annualized)
+10.04%
10 Years (annualized)
+14.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUOSX 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)
+6.12%
Peer Avg (YTD)
+9.98%
vs Peers
-3.87%

MUOSX Mutual Fund Performance

MUOSX performance across multiple time periods: 1-month -0.03%, YTD 6.12%, 1-year 7.52%, 3-year 19.51%, 5-year 10.04%, 10-year 14.08%.

MUOSX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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