MEMUX Mutual Fund

MEMUX Mutual Fund

NAV$9.40
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Returns Overview

1 Month
+0.04%
3 Months
+1.05%
6 Months
+1.18%
YTD
+1.18%
1 Year
+5.87%
3 Years (annualized)
+2.54%
5 Years (annualized)
-0.34%
10 Years (annualized)
+0.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEMUX 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
Bloomberg US Municipal Bond Index
This Mutual Fund (YTD)
+1.18%
Peer Avg (YTD)
+1.79%
vs Peers
-0.61%

MEMUX Mutual Fund Performance

MEMUX performance across multiple time periods: 1-month 0.04%, YTD 1.18%, 1-year 5.87%, 3-year 2.54%, 5-year -0.34%, 10-year 0.51%.

MEMUX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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