MUEUX Mutual Fund

MUEUX Mutual Fund

NAV$44.47
See inside every fund you own
$149/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.16%
3 Months
+14.10%
6 Months
+10.47%
YTD
+10.10%
1 Year
+20.79%
3 Years (annualized)
+19.37%
5 Years (annualized)
+13.10%
10 Years (annualized)
+14.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUEUX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.10%
Peer Avg (YTD)
+9.51%
vs Peers
+0.59%

MUEUX Mutual Fund Performance

MUEUX performance across multiple time periods: 1-month 0.16%, YTD 10.10%, 1-year 20.79%, 3-year 19.37%, 5-year 13.10%, 10-year 14.37%.

MUEUX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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