MUOAX Mutual Fund

NAV$36.52

Returns Overview

1 Month
-2.02%
3 Months
+12.97%
6 Months
+2.80%
YTD
+2.89%
1 Year
+12.24%
3 Years (annualized)
+18.38%
5 Years (annualized)
+10.72%
10 Years (annualized)
+13.78%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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 Index(SPX)
This Mutual Fund (YTD)
+2.89%
Peer Avg (YTD)
+9.51%
vs Peers
-6.62%

MUOAX Mutual Fund Performance

MUOAX performance across multiple time periods: 1-month -2.02%, YTD 2.89%, 1-year 12.24%, 3-year 18.38%, 5-year 10.72%, 10-year 13.78%.

MUOAX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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