MUXRX Mutual Fund

MUXRX Mutual Fund

NAV$31.31
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Returns Overview

1 Month
-0.40%
3 Months
+2.12%
6 Months
+17.37%
YTD
+11.78%
1 Year
+22.73%
3 Years (annualized)
+20.12%
5 Years (annualized)
+11.84%
10 Years (annualized)
+14.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUXRX 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)
+11.78%
Peer Avg (YTD)
+9.98%
vs Peers
+1.80%

MUXRX Mutual Fund Performance

MUXRX performance across multiple time periods: 1-month -0.40%, YTD 11.78%, 1-year 22.73%, 3-year 20.12%, 5-year 11.84%, 10-year 14.29%.

MUXRX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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