MURJX Mutual Fund

MURJX Mutual Fund

NAV$15.66
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Returns Overview

1 Month
+1.40%
3 Months
+1.46%
6 Months
+4.97%
YTD
+8.22%
1 Year
+13.38%
3 Years (annualized)
+14.38%
5 Years (annualized)
+4.28%
10 Years (annualized)
+31.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MURJX 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
FTSE 3 Month US T-Bill Index-TR (USD(^FTSEMUSTBITRUSD)
This Mutual Fund (YTD)
+8.22%
Peer Avg (YTD)
+8.76%
vs Peers
-0.54%

MURJX Mutual Fund Performance

MURJX performance across multiple time periods: 1-month 1.40%, YTD 8.22%, 1-year 13.38%, 3-year 14.38%, 5-year 4.28%, 10-year 31.65%.

MURJX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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