MUOCX Mutual Fund

MUOCX Mutual Fund

NAV$33.55
See how much of MUOCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.41%
3 Months
+3.44%
6 Months
+4.61%
YTD
+3.96%
1 Year
+10.66%
3 Years (annualized)
+17.27%
5 Years (annualized)
+9.30%
10 Years (annualized)
+12.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUOCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.96%
Peer Avg (YTD)
+9.41%
vs Peers
-5.46%

MUOCX Mutual Fund Performance

MUOCX performance across multiple time periods: 1-month 1.41%, YTD 3.96%, 1-year 10.66%, 3-year 17.27%, 5-year 9.30%, 10-year 12.55%.

MUOCX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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