MUIFX Mutual Fund

MUIFX Mutual Fund

NAV$29.87
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Returns Overview

1 Month
+0.37%
3 Months
+2.87%
6 Months
+5.25%
YTD
+6.47%
1 Year
+13.01%
3 Years (annualized)
+16.16%
5 Years (annualized)
+9.44%
10 Years (annualized)
+13.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUIFX 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 Index(SPX)
This Mutual Fund (YTD)
+6.47%
Peer Avg (YTD)
+9.41%
vs Peers
-2.95%

MUIFX Mutual Fund Performance

MUIFX performance across multiple time periods: 1-month 0.37%, YTD 6.47%, 1-year 13.01%, 3-year 16.16%, 5-year 9.44%, 10-year 13.18%.

MUIFX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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