MUSEX Mutual Fund

MUSEX Mutual Fund

NAV$44.99
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Returns Overview

1 Month
+1.20%
3 Months
+5.30%
6 Months
+9.59%
YTD
+11.43%
1 Year
+19.83%
3 Years (annualized)
+19.76%
5 Years (annualized)
+13.58%
10 Years (annualized)
+14.44%

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)
+11.43%
Peer Avg (YTD)
+9.41%
vs Peers
+2.02%

MUSEX Mutual Fund Performance

MUSEX performance across multiple time periods: 1-month 1.20%, YTD 11.43%, 1-year 19.83%, 3-year 19.76%, 5-year 13.58%, 10-year 14.44%.

MUSEX returns outperform the peer average of 9.41% 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.