MXATX Mutual Fund

MXATX Mutual Fund

NAV$11.94
See how much of MXATX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.07%
3 Months
-1.26%
6 Months
+6.83%
YTD
+5.14%
1 Year
+7.49%
3 Years (annualized)
+12.05%
5 Years (annualized)
+6.06%
10 Years (annualized)
+8.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXATX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+5.14%
Peer Avg (YTD)
+7.09%
vs Peers
-1.94%

MXATX Mutual Fund Performance

MXATX performance across multiple time periods: 1-month -2.07%, YTD 5.14%, 1-year 7.49%, 3-year 12.05%, 5-year 6.06%, 10-year 8.60%.

MXATX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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