MUEVX Mutual Fund

MUEVX Mutual Fund

NAV$46.08
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Returns Overview

1 Month
+2.91%
3 Months
+4.33%
6 Months
+13.31%
YTD
+14.72%
1 Year
+20.61%
3 Years (annualized)
+29.55%
5 Years (annualized)
+23.20%
10 Years (annualized)
+22.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUEVX 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)
+14.72%
Peer Avg (YTD)
+11.21%
vs Peers
+3.50%

MUEVX Mutual Fund Performance

MUEVX performance across multiple time periods: 1-month 2.91%, YTD 14.72%, 1-year 20.61%, 3-year 29.55%, 5-year 23.20%, 10-year 22.79%.

MUEVX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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