MIURX Mutual Fund

MIURX Mutual Fund

NAV$9.06
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Returns Overview

1 Month
+3.65%
3 Months
-0.44%
6 Months
-0.90%
YTD
+0.02%
1 Year
+0.65%
3 Years (annualized)
+5.46%
5 Years (annualized)
+1.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIURX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.02%
Peer Avg (YTD)
+0.07%
vs Peers
-0.05%

MIURX Mutual Fund Performance

MIURX performance across multiple time periods: 1-month 3.65%, YTD 0.02%, 1-year 0.65%, 3-year 5.46%, 5-year 1.48%.

MIURX returns trail the peer average of 0.07% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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