MUETX Mutual Fund

NAV$42.57

Returns Overview

1 Month
+0.17%
3 Months
+14.04%
6 Months
+10.33%
YTD
+9.98%
1 Year
+20.49%
3 Years (annualized)
+19.05%
5 Years (annualized)
+12.81%
10 Years (annualized)
+14.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUETX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.98%
Peer Avg (YTD)
+9.51%
vs Peers
+0.48%

MUETX Mutual Fund Performance

MUETX performance across multiple time periods: 1-month 0.17%, YTD 9.98%, 1-year 20.49%, 3-year 19.05%, 5-year 12.81%, 10-year 14.08%.

MUETX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

MUETX performance comparison shows side-by-side returns with another fund. MUETX alternatives are available in the Mutual Fund Screener.