MXELX Mutual Fund

MXELX Mutual Fund

NAV$15.39
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Returns Overview

1 Month
-2.04%
3 Months
-1.35%
6 Months
+5.64%
YTD
+4.28%
1 Year
+6.25%
3 Years (annualized)
+10.02%
5 Years (annualized)
+4.16%
10 Years (annualized)
+6.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXELX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+4.28%
Peer Avg (YTD)
+7.10%
vs Peers
-2.83%

MXELX Mutual Fund Performance

MXELX performance across multiple time periods: 1-month -2.04%, YTD 4.28%, 1-year 6.25%, 3-year 10.02%, 5-year 4.16%, 10-year 6.51%.

MXELX returns trail the peer average of 7.10% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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