MUAIX Mutual Fund

MUAIX Mutual Fund

NAV$9.97
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Returns Overview

1 Month
+0.29%
3 Months
+0.93%
6 Months
+1.44%
YTD
+1.76%
1 Year
+3.23%
3 Years (annualized)
+4.04%
5 Years (annualized)
+3.06%
10 Years (annualized)
+1.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUAIX 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 US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+1.76%
Peer Avg (YTD)
+2.15%
vs Peers
-0.39%

MUAIX Mutual Fund Performance

MUAIX performance across multiple time periods: 1-month 0.29%, YTD 1.76%, 1-year 3.23%, 3-year 4.04%, 5-year 3.06%, 10-year 1.81%.

MUAIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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