MURIX Mutual Fund

NAV$14.86

Returns Overview

1 Month
-0.67%
3 Months
+6.67%
6 Months
+5.29%
YTD
+5.07%
1 Year
+12.59%
3 Years (annualized)
+12.09%
5 Years (annualized)
+5.65%
10 Years (annualized)
+58.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MURIX 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
FTSE 3 Month US T-Bill Index-TR (USD(^FTSEMUSTBITRUSD)
This Mutual Fund (YTD)
+5.07%
Peer Avg (YTD)
+7.64%
vs Peers
-2.57%

MURIX Mutual Fund Performance

MURIX performance across multiple time periods: 1-month -0.67%, YTD 5.07%, 1-year 12.59%, 3-year 12.09%, 5-year 5.65%, 10-year 58.17%.

MURIX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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