MXAPX Mutual Fund

MXAPX Mutual Fund

NAV$6.43
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Returns Overview

1 Month
-3.05%
3 Months
-1.19%
6 Months
+11.31%
YTD
+9.85%
1 Year
+14.05%
3 Years (annualized)
+19.08%
5 Years (annualized)
+11.32%
10 Years (annualized)
+11.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXAPX 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
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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
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+9.85%
Peer Avg (YTD)
+6.10%
vs Peers
+3.75%

MXAPX Mutual Fund Performance

MXAPX performance across multiple time periods: 1-month -3.05%, YTD 9.85%, 1-year 14.05%, 3-year 19.08%, 5-year 11.32%, 10-year 11.52%.

MXAPX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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