MURPX Mutual Fund

MURPX Mutual Fund

NAV$15.83
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Returns Overview

1 Month
-0.32%
3 Months
+3.06%
6 Months
+6.61%
YTD
+10.57%
1 Year
+18.93%
3 Years (annualized)
+16.32%
5 Years (annualized)
+10.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MURPX 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 Treasury Bill Index
This Mutual Fund (YTD)
+10.57%
Peer Avg (YTD)
+6.99%
vs Peers
+3.58%

MURPX Mutual Fund Performance

MURPX performance across multiple time periods: 1-month -0.32%, YTD 10.57%, 1-year 18.93%, 3-year 16.32%, 5-year 10.08%.

MURPX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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