MUOAX Mutual Fund

MUOAX Mutual Fund

NAV$36.15
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Returns Overview

1 Month
+1.46%
3 Months
+3.63%
6 Months
+4.98%
YTD
+4.39%
1 Year
+11.48%
3 Years (annualized)
+18.16%
5 Years (annualized)
+10.11%
10 Years (annualized)
+13.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUOAX 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)
+4.39%
Peer Avg (YTD)
+9.41%
vs Peers
-5.02%

MUOAX Mutual Fund Performance

MUOAX performance across multiple time periods: 1-month 1.46%, YTD 4.39%, 1-year 11.48%, 3-year 18.16%, 5-year 10.11%, 10-year 13.40%.

MUOAX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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