MUSEX Mutual Fund

MUSEX Mutual Fund

NAV$43.80
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Returns Overview

1 Month
-1.47%
3 Months
+1.07%
6 Months
+6.43%
YTD
+12.62%
1 Year
+13.02%
3 Years (annualized)
+23.37%
5 Years (annualized)
+12.85%
10 Years (annualized)
+14.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUSEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.62%
Peer Avg (YTD)
+9.28%
vs Peers
+3.34%

MUSEX Mutual Fund Performance

MUSEX performance across multiple time periods: 1-month -1.47%, YTD 12.62%, 1-year 13.02%, 3-year 23.37%, 5-year 12.85%, 10-year 14.68%.

MUSEX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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