MIXNX Mutual Fund

MIXNX Mutual Fund

NAV$9.01
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Returns Overview

1 Month
-0.76%
3 Months
-0.44%
6 Months
+0.15%
YTD
+0.13%
1 Year
+1.06%
3 Years (annualized)
+4.26%
5 Years (annualized)
+1.69%
10 Years (annualized)
+1.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIXNX 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)
+0.13%
Peer Avg (YTD)
+0.50%
vs Peers
-0.37%

MIXNX Mutual Fund Performance

MIXNX performance across multiple time periods: 1-month -0.76%, YTD 0.13%, 1-year 1.06%, 3-year 4.26%, 5-year 1.69%, 10-year 1.74%.

MIXNX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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