MXERX Mutual Fund

MXERX Mutual Fund

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Returns Overview

1 Month
-5.51%
3 Months
-7.92%
6 Months
+10.18%
YTD
+12.86%
1 Year
+15.81%
3 Years (annualized)
+13.27%
5 Years (annualized)
+3.97%
10 Years (annualized)
+7.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXERX 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
S&P Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+12.86%
Peer Avg (YTD)
+10.34%
vs Peers
+2.52%

MXERX Mutual Fund Performance

MXERX performance across multiple time periods: 1-month -5.51%, YTD 12.86%, 1-year 15.81%, 3-year 13.27%, 5-year 3.97%, 10-year 7.97%.

MXERX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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