MUARX Mutual Fund

MUARX Mutual Fund

NAV$11.37
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Returns Overview

3 Months
+0.15%
6 Months
-0.72%
YTD
-0.97%
1 Year
+1.35%
3 Years (annualized)
+5.96%
5 Years (annualized)
+5.08%
10 Years (annualized)
+3.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUARX 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)
-0.97%
Peer Avg (YTD)
+3.68%
vs Peers
-4.65%

MUARX Mutual Fund Performance

MUARX performance across multiple time periods: YTD -0.97%, 1-year 1.35%, 3-year 5.96%, 5-year 5.08%, 10-year 3.89%.

MUARX returns trail the peer average of 3.68% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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