MIUCX Mutual Fund

MIUCX Mutual Fund

NAV$9.15
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Returns Overview

1 Month
-1.70%
3 Months
-0.72%
6 Months
-1.13%
YTD
-0.16%
1 Year
+3.88%
3 Years (annualized)
+3.03%
5 Years (annualized)
+0.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIUCX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.16%
Peer Avg (YTD)
+0.23%
vs Peers
-0.39%

MIUCX Mutual Fund Performance

MIUCX performance across multiple time periods: 1-month -1.70%, YTD -0.16%, 1-year 3.88%, 3-year 3.03%, 5-year 0.26%.

MIUCX returns trail the peer average of 0.23% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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