MUHLX Mutual Fund

NAV$84.70
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Returns Overview

1 Month
-2.87%
3 Months
-0.93%
6 Months
+8.09%
YTD
+7.11%
1 Year
+17.21%
3 Years (annualized)
+11.42%
5 Years (annualized)
+10.78%
10 Years (annualized)
+10.72%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+7.11%
Peer Avg (YTD)
+9.49%
vs Peers
-2.38%

MUHLX Mutual Fund Performance

MUHLX performance across multiple time periods: 1-month -2.87%, YTD 7.11%, 1-year 17.21%, 3-year 11.42%, 5-year 10.78%, 10-year 10.72%.

MUHLX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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