MXEQX Mutual Fund

MXEQX Mutual Fund

NAV$41.30
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Returns Overview

1 Month
-2.91%
3 Months
+1.47%
6 Months
+12.84%
YTD
+12.71%
1 Year
+19.23%
3 Years (annualized)
+18.25%
5 Years (annualized)
+11.76%
10 Years (annualized)
+16.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXEQX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.71%
Peer Avg (YTD)
+10.00%
vs Peers
+2.72%

MXEQX Mutual Fund Performance

MXEQX performance across multiple time periods: 1-month -2.91%, YTD 12.71%, 1-year 19.23%, 3-year 18.25%, 5-year 11.76%, 10-year 16.41%.

MXEQX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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