MUESX Mutual Fund

NAV$40.66

Returns Overview

1 Month
+0.15%
3 Months
+13.96%
6 Months
+10.20%
YTD
+9.86%
1 Year
+20.20%
3 Years (annualized)
+18.69%
5 Years (annualized)
+12.49%
10 Years (annualized)
+13.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUESX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.86%
Peer Avg (YTD)
+9.51%
vs Peers
+0.35%

MUESX Mutual Fund Performance

MUESX performance across multiple time periods: 1-month 0.15%, YTD 9.86%, 1-year 20.20%, 3-year 18.69%, 5-year 12.49%, 10-year 13.77%.

MUESX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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