MUEVX Mutual Fund

MUEVX Mutual Fund

NAV$44.23
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Returns Overview

1 Month
-1.46%
3 Months
+1.11%
6 Months
+6.48%
YTD
+12.72%
1 Year
+13.13%
3 Years (annualized)
+23.50%
5 Years (annualized)
+12.98%
10 Years (annualized)
+14.81%

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)
+12.72%
Peer Avg (YTD)
+10.80%
vs Peers
+1.92%

MUEVX Mutual Fund Performance

MUEVX performance across multiple time periods: 1-month -1.46%, YTD 12.72%, 1-year 13.13%, 3-year 23.50%, 5-year 12.98%, 10-year 14.81%.

MUEVX returns outperform the peer average of 10.80% 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.