MXBQX Mutual Fund

MXBQX Mutual Fund

NAV$13.83
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Returns Overview

1 Month
-2.31%
3 Months
-0.85%
6 Months
+11.38%
YTD
+9.04%
1 Year
+12.49%
3 Years (annualized)
+14.49%
5 Years (annualized)
+6.85%
10 Years (annualized)
+9.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXBQX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.04%
Peer Avg (YTD)
+7.09%
vs Peers
+1.95%

MXBQX Mutual Fund Performance

MXBQX performance across multiple time periods: 1-month -2.31%, YTD 9.04%, 1-year 12.49%, 3-year 14.49%, 5-year 6.85%, 10-year 9.45%.

MXBQX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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