MURMX Mutual Fund

NAV$16.86

Returns Overview

1 Month
-0.18%
3 Months
+10.55%
6 Months
+8.95%
YTD
+8.45%
1 Year
+18.85%
3 Years (annualized)
+13.84%
5 Years (annualized)
+6.58%
10 Years (annualized)
+61.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MURMX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
FTSE 3 Month US T-Bill Index-TR (USD(^FTSEMUSTBITRUSD)
This Mutual Fund (YTD)
+8.45%
Peer Avg (YTD)
+18.52%
vs Peers
-10.08%

MURMX Mutual Fund Performance

MURMX performance across multiple time periods: 1-month -0.18%, YTD 8.45%, 1-year 18.85%, 3-year 13.84%, 5-year 6.58%, 10-year 61.56%.

MURMX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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