MXEGX Mutual Fund

MXEGX Mutual Fund

NAV$3.68
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Returns Overview

1 Month
-2.13%
3 Months
-2.39%
6 Months
-1.58%
YTD
-1.31%
1 Year
-1.05%
3 Years (annualized)
+3.77%
5 Years (annualized)
-1.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXEGX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1-10 Year US Treasury Inflation-Protected Securities (TIPS) Index(BBG1T10TIPS)
This Mutual Fund (YTD)
-1.31%
Peer Avg (YTD)
+0.50%
vs Peers
-1.81%

MXEGX Mutual Fund Performance

MXEGX performance across multiple time periods: 1-month -2.13%, YTD -1.31%, 1-year -1.05%, 3-year 3.77%, 5-year -1.35%.

MXEGX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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