MUIGX Mutual Fund

MUIGX Mutual Fund

NAV$19.65
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Returns Overview

1 Month
-0.95%
3 Months
+1.04%
6 Months
+4.93%
YTD
+10.33%
1 Year
+10.28%
3 Years (annualized)
+22.14%
5 Years (annualized)
+9.91%
10 Years (annualized)
+15.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUIGX 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)
+10.33%
Peer Avg (YTD)
+5.23%
vs Peers
+5.10%

MUIGX Mutual Fund Performance

MUIGX performance across multiple time periods: 1-month -0.95%, YTD 10.33%, 1-year 10.28%, 3-year 22.14%, 5-year 9.91%, 10-year 15.62%.

MUIGX returns outperform the peer average of 5.23% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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