MUOSX Mutual Fund

MUOSX Mutual Fund

NAV$36.91
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Returns Overview

1 Month
+1.49%
3 Months
+3.74%
6 Months
+5.19%
YTD
+4.61%
1 Year
+11.91%
3 Years (annualized)
+18.58%
5 Years (annualized)
+10.48%
10 Years (annualized)
+13.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUOSX 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)
+4.61%
Peer Avg (YTD)
+9.41%
vs Peers
-4.80%

MUOSX Mutual Fund Performance

MUOSX performance across multiple time periods: 1-month 1.49%, YTD 4.61%, 1-year 11.91%, 3-year 18.58%, 5-year 10.48%, 10-year 13.81%.

MUOSX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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