MURIX Mutual Fund

MURIX Mutual Fund

NAV$14.57
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Returns Overview

1 Month
-1.89%
3 Months
-1.22%
6 Months
+6.50%
YTD
+4.90%
1 Year
+7.23%
3 Years (annualized)
+12.58%
5 Years (annualized)
+5.46%
10 Years (annualized)
+57.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MURIX 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
FTSE 3 Month US T-Bill Index-TR (USD(^FTSEMUSTBITRUSD)
This Mutual Fund (YTD)
+4.90%
Peer Avg (YTD)
+7.10%
vs Peers
-2.20%

MURIX Mutual Fund Performance

MURIX performance across multiple time periods: 1-month -1.89%, YTD 4.90%, 1-year 7.23%, 3-year 12.58%, 5-year 5.46%, 10-year 57.93%.

MURIX returns trail the peer average of 7.10% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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