MUCRX Mutual Fund

NAV$8.35

Returns Overview

1 Month
+0.70%
3 Months
+2.12%
6 Months
+4.56%
YTD
+7.15%
1 Year
+5.28%
3 Years (annualized)
+4.13%
5 Years (annualized)
-0.18%
10 Years (annualized)
+1.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUCRX 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)
+7.15%
Peer Avg (YTD)
+6.02%
vs Peers
+1.13%

MUCRX Mutual Fund Performance

MUCRX performance across multiple time periods: 1-month 0.70%, YTD 7.15%, 1-year 5.28%, 3-year 4.13%, 5-year -0.18%, 10-year 1.98%.

MUCRX returns outperform the peer average of 6.02% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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