MXBUX Mutual Fund

MXBUX Mutual Fund

NAV$9.18
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Returns Overview

1 Month
-5.29%
3 Months
-7.43%
6 Months
+5.69%
YTD
+6.69%
1 Year
-1.87%
3 Years (annualized)
+7.42%
5 Years (annualized)
+3.88%
10 Years (annualized)
+10.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXBUX 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
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📉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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+6.69%
Peer Avg (YTD)
+6.72%
vs Peers
-0.03%

MXBUX Mutual Fund Performance

MXBUX performance across multiple time periods: 1-month -5.29%, YTD 6.69%, 1-year -1.87%, 3-year 7.42%, 5-year 3.88%, 10-year 10.06%.

MXBUX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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