MUOIX Mutual Fund

MUOIX Mutual Fund

NAV$35.01
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Returns Overview

1 Month
-2.11%
3 Months
-0.69%
6 Months
+2.99%
YTD
+3.83%
1 Year
+3.26%
3 Years (annualized)
+21.58%
5 Years (annualized)
+8.54%
10 Years (annualized)
+14.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUOIX 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)
+3.83%
Peer Avg (YTD)
+9.28%
vs Peers
-5.45%

MUOIX Mutual Fund Performance

MUOIX performance across multiple time periods: 1-month -2.11%, YTD 3.83%, 1-year 3.26%, 3-year 21.58%, 5-year 8.54%, 10-year 14.06%.

MUOIX returns trail the peer average of 9.28% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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