MXETX Mutual Fund

MXETX Mutual Fund

NAV$14.80
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Returns Overview

1 Month
-1.80%
3 Months
-0.73%
6 Months
+13.89%
YTD
+10.86%
1 Year
+13.98%
3 Years (annualized)
+18.35%
5 Years (annualized)
+10.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXETX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.86%
Peer Avg (YTD)
+9.98%
vs Peers
+0.87%

MXETX Mutual Fund Performance

MXETX performance across multiple time periods: 1-month -1.80%, YTD 10.86%, 1-year 13.98%, 3-year 18.35%, 5-year 10.77%.

MXETX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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