MUEVX Mutual Fund

NAV$45.21

Returns Overview

1 Month
+0.18%
3 Months
+14.12%
6 Months
+10.52%
YTD
+10.16%
1 Year
+20.89%
3 Years (annualized)
+19.51%
5 Years (annualized)
+13.23%
10 Years (annualized)
+14.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUEVX 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)
+10.16%
Peer Avg (YTD)
+9.51%
vs Peers
+0.65%

MUEVX Mutual Fund Performance

MUEVX performance across multiple time periods: 1-month 0.18%, YTD 10.16%, 1-year 20.89%, 3-year 19.51%, 5-year 13.23%, 10-year 14.50%.

MUEVX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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