MUCAX Mutual Fund

MUCAX Mutual Fund

NAV$8.32
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Returns Overview

1 Month
+0.67%
3 Months
+2.17%
6 Months
+4.56%
YTD
+6.92%
1 Year
+5.03%
3 Years (annualized)
+3.87%
5 Years (annualized)
-0.45%
10 Years (annualized)
+1.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUCAX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.92%
Peer Avg (YTD)
+6.02%
vs Peers
+0.90%

MUCAX Mutual Fund Performance

MUCAX performance across multiple time periods: 1-month 0.67%, YTD 6.92%, 1-year 5.03%, 3-year 3.87%, 5-year -0.45%, 10-year 1.74%.

MUCAX returns outperform the peer average of 6.02% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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