MUXAX Mutual Fund

NAV$30.26

Returns Overview

1 Month
-1.01%
3 Months
+15.05%
6 Months
+9.89%
YTD
+9.65%
1 Year
+30.10%
3 Years (annualized)
+20.81%
5 Years (annualized)
+13.26%
10 Years (annualized)
+15.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUXAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.65%
Peer Avg (YTD)
+9.51%
vs Peers
+0.14%

MUXAX Mutual Fund Performance

MUXAX performance across multiple time periods: 1-month -1.01%, YTD 9.65%, 1-year 30.10%, 3-year 20.81%, 5-year 13.26%, 10-year 15.05%.

MUXAX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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