MUCCX Mutual Fund

NAV$8.40

Returns Overview

1 Month
+0.60%
3 Months
+1.83%
6 Months
+4.12%
YTD
+6.15%
1 Year
+4.24%
3 Years (annualized)
+3.09%
5 Years (annualized)
-1.19%
10 Years (annualized)
+0.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUCCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.15%
Peer Avg (YTD)
+6.02%
vs Peers
+0.12%

MUCCX Mutual Fund Performance

MUCCX performance across multiple time periods: 1-month 0.60%, YTD 6.15%, 1-year 4.24%, 3-year 3.09%, 5-year -1.19%, 10-year 0.99%.

MUCCX returns outperform the peer average of 6.02% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

MUCCX performance comparison shows side-by-side returns with another fund. MUCCX alternatives are available in the Mutual Fund Screener.