MUERX Mutual Fund

MUERX Mutual Fund

NAV$39.02
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Returns Overview

1 Month
-1.54%
3 Months
+0.84%
6 Months
+5.92%
YTD
+11.70%
1 Year
+11.91%
3 Years (annualized)
+22.15%
5 Years (annualized)
+11.73%
10 Years (annualized)
+13.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUERX 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)
+11.70%
Peer Avg (YTD)
+9.28%
vs Peers
+2.42%

MUERX Mutual Fund Performance

MUERX performance across multiple time periods: 1-month -1.54%, YTD 11.70%, 1-year 11.91%, 3-year 22.15%, 5-year 11.73%, 10-year 13.53%.

MUERX returns outperform the peer average of 9.28% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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