MUOAX Mutual Fund

MUOAX Mutual Fund

NAV$34.41
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Returns Overview

1 Month
-2.14%
3 Months
-0.79%
6 Months
+2.81%
YTD
+3.56%
1 Year
+2.93%
3 Years (annualized)
+21.23%
5 Years (annualized)
+8.22%
10 Years (annualized)
+13.70%

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
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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)
+3.56%
Peer Avg (YTD)
+9.28%
vs Peers
-5.71%

MUOAX Mutual Fund Performance

MUOAX performance across multiple time periods: 1-month -2.14%, YTD 3.56%, 1-year 2.93%, 3-year 21.23%, 5-year 8.22%, 10-year 13.70%.

MUOAX returns trail the peer average of 9.28% 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.