MURQX Mutual Fund

MURQX Mutual Fund

NAV$16.46
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Returns Overview

1 Month
-0.31%
3 Months
+3.22%
6 Months
+6.79%
YTD
+10.74%
1 Year
+19.03%
3 Years (annualized)
+16.43%
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
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)
+10.74%
Peer Avg (YTD)
+6.99%
vs Peers
+3.75%

MURQX Mutual Fund Performance

MURQX performance across multiple time periods: 1-month -0.31%, YTD 10.74%, 1-year 19.03%, 3-year 16.43%, 5-year 10.24%.

MURQX returns outperform the peer average of 6.99% 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.