MUEAX Mutual Fund

MUEAX Mutual Fund

NAV$44.21
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Returns Overview

1 Month
+2.85%
3 Months
+4.22%
6 Months
+13.09%
YTD
+14.42%
1 Year
+20.14%
3 Years (annualized)
+21.11%
5 Years (annualized)
+13.22%
10 Years (annualized)
+14.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUEAX 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)
+14.42%
Peer Avg (YTD)
+11.21%
vs Peers
+3.20%

MUEAX Mutual Fund Performance

MUEAX performance across multiple time periods: 1-month 2.85%, YTD 14.42%, 1-year 20.14%, 3-year 21.11%, 5-year 13.22%, 10-year 14.44%.

MUEAX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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