MUHLX Mutual Fund

MUHLX Mutual Fund

NAV$87.55
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Returns Overview

1 Month
+2.75%
3 Months
-2.27%
6 Months
+4.34%
YTD
+11.07%
1 Year
+22.13%
3 Years (annualized)
+13.39%
5 Years (annualized)
+12.94%
10 Years (annualized)
+11.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUHLX 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
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📉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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+11.07%
Peer Avg (YTD)
+11.41%
vs Peers
-0.34%

MUHLX Mutual Fund Performance

MUHLX performance across multiple time periods: 1-month 2.75%, YTD 11.07%, 1-year 22.13%, 3-year 13.39%, 5-year 12.94%, 10-year 11.40%.

MUHLX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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