MIXIX Mutual Fund

MIXIX Mutual Fund

NAV$8.94
See how much of MIXIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.61%
3 Months
-0.31%
6 Months
+0.41%
YTD
+0.53%
1 Year
+1.71%
3 Years (annualized)
+4.83%
5 Years (annualized)
+2.25%
10 Years (annualized)
+2.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIXIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+0.53%
Peer Avg (YTD)
+0.50%
vs Peers
+0.03%

MIXIX Mutual Fund Performance

MIXIX performance across multiple time periods: 1-month -0.61%, YTD 0.53%, 1-year 1.71%, 3-year 4.83%, 5-year 2.25%, 10-year 2.28%.

MIXIX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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