MUERX Mutual Fund

MUERX Mutual Fund

NAV$40.40
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Returns Overview

1 Month
+0.08%
3 Months
+13.80%
6 Months
+9.89%
YTD
+9.55%
1 Year
+19.56%
3 Years (annualized)
+18.08%
5 Years (annualized)
+11.92%
10 Years (annualized)
+13.19%

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)
+9.55%
Peer Avg (YTD)
+9.51%
vs Peers
+0.04%

MUERX Mutual Fund Performance

MUERX performance across multiple time periods: 1-month 0.08%, YTD 9.55%, 1-year 19.56%, 3-year 18.08%, 5-year 11.92%, 10-year 13.19%.

MUERX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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