MUCYX Mutual Fund

MUCYX Mutual Fund

NAV$8.36

Returns Overview

1 Month
+0.70%
3 Months
+2.23%
6 Months
+4.68%
YTD
+7.25%
1 Year
+5.38%
3 Years (annualized)
+4.15%
5 Years (annualized)
-0.18%
10 Years (annualized)
+2.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUCYX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.25%
Peer Avg (YTD)
+6.02%
vs Peers
+1.23%

MUCYX Mutual Fund Performance

MUCYX performance across multiple time periods: 1-month 0.70%, YTD 7.25%, 1-year 5.38%, 3-year 4.15%, 5-year -0.18%, 10-year 2.01%.

MUCYX returns outperform the peer average of 6.02% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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