MUOCX Mutual Fund

MUOCX Mutual Fund

NAV$32.37
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Returns Overview

1 Month
-2.21%
3 Months
-1.00%
6 Months
+2.41%
YTD
+2.92%
1 Year
+2.15%
3 Years (annualized)
+20.30%
5 Years (annualized)
+7.41%
10 Years (annualized)
+12.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUOCX 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
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📉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)
+2.92%
Peer Avg (YTD)
+10.80%
vs Peers
-7.88%

MUOCX Mutual Fund Performance

MUOCX performance across multiple time periods: 1-month -2.21%, YTD 2.92%, 1-year 2.15%, 3-year 20.30%, 5-year 7.41%, 10-year 12.84%.

MUOCX returns trail the peer average of 10.80% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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