MIURX Mutual Fund

MIURX Mutual Fund

NAV$8.74
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Returns Overview

1 Month
-0.00%
3 Months
-0.88%
6 Months
-1.83%
YTD
+0.46%
1 Year
+4.18%
3 Years (annualized)
+4.44%
5 Years (annualized)
+1.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIURX 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)
+0.46%
Peer Avg (YTD)
+0.15%
vs Peers
+0.31%

MIURX Mutual Fund Performance

MIURX performance across multiple time periods: 1-month -0.00%, YTD 0.46%, 1-year 4.18%, 3-year 4.44%, 5-year 1.39%.

MIURX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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