MUEVX Mutual Fund

MUEVX Mutual Fund

NAV$45.34
See how much of MUEVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.20%
3 Months
+5.31%
6 Months
+9.64%
YTD
+11.47%
1 Year
+19.94%
3 Years (annualized)
+19.87%
5 Years (annualized)
+13.70%
10 Years (annualized)
+14.57%

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
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)
+11.47%
Peer Avg (YTD)
+9.41%
vs Peers
+2.06%

MUEVX Mutual Fund Performance

MUEVX performance across multiple time periods: 1-month 1.20%, YTD 11.47%, 1-year 19.94%, 3-year 19.87%, 5-year 13.70%, 10-year 14.57%.

MUEVX returns outperform the peer average of 9.41% 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.