MUXRX Mutual Fund

MUXRX Mutual Fund

NAV$30.73
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Returns Overview

1 Month
+2.67%
3 Months
+1.48%
6 Months
+11.91%
YTD
+12.24%
1 Year
+19.34%
3 Years (annualized)
+20.12%
5 Years (annualized)
+11.84%
10 Years (annualized)
+14.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUXRX 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)
+12.24%
Peer Avg (YTD)
+11.21%
vs Peers
+1.02%

MUXRX Mutual Fund Performance

MUXRX performance across multiple time periods: 1-month 2.67%, YTD 12.24%, 1-year 19.34%, 3-year 20.12%, 5-year 11.84%, 10-year 14.29%.

MUXRX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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