MURQX Mutual Fund

MURQX Mutual Fund

NAV$16.08
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Returns Overview

1 Month
+1.74%
3 Months
+2.43%
6 Months
+7.59%
YTD
+11.98%
1 Year
+18.51%
3 Years (annualized)
+17.98%
5 Years (annualized)
+10.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MURQX 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
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📉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)
+11.98%
Peer Avg (YTD)
+8.76%
vs Peers
+3.23%

MURQX Mutual Fund Performance

MURQX performance across multiple time periods: 1-month 1.74%, YTD 11.98%, 1-year 18.51%, 3-year 17.98%, 5-year 10.24%.

MURQX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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