MUROX Mutual Fund

NAV$18.21

Returns Overview

1 Month
+0.87%
3 Months
+12.28%
6 Months
+10.68%
YTD
+10.06%
1 Year
+21.08%
3 Years (annualized)
+17.44%
5 Years (annualized)
+10.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUROX 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)
+10.06%
Peer Avg (YTD)
+7.64%
vs Peers
+2.42%

MUROX Mutual Fund Performance

MUROX performance across multiple time periods: 1-month 0.87%, YTD 10.06%, 1-year 21.08%, 3-year 17.44%, 5-year 10.22%.

MUROX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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