MUOSX Mutual Fund

NAV$35.47

Returns Overview

1 Month
+0.71%
3 Months
+2.46%
6 Months
+2.66%
YTD
+2.81%
1 Year
+12.67%
3 Years (annualized)
+18.79%
5 Years (annualized)
+11.10%
10 Years (annualized)
+14.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUOSX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.81%
Peer Avg (YTD)
+9.51%
vs Peers
-6.70%

MUOSX Mutual Fund Performance

MUOSX performance across multiple time periods: 1-month 0.71%, YTD 2.81%, 1-year 12.67%, 3-year 18.79%, 5-year 11.10%, 10-year 14.19%.

MUOSX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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