MUSEX Mutual Fund

MUSEX Mutual Fund

NAV$45.99
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Returns Overview

1 Month
-0.29%
3 Months
+3.81%
6 Months
+18.45%
YTD
+14.30%
1 Year
+16.39%
3 Years (annualized)
+21.42%
5 Years (annualized)
+13.50%
10 Years (annualized)
+14.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUSEX 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)
+14.30%
Peer Avg (YTD)
+9.98%
vs Peers
+4.31%

MUSEX Mutual Fund Performance

MUSEX performance across multiple time periods: 1-month -0.29%, YTD 14.30%, 1-year 16.39%, 3-year 21.42%, 5-year 13.50%, 10-year 14.72%.

MUSEX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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