MXFCX Mutual Fund

MXFCX Mutual Fund

NAV$8.48
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Returns Overview

1 Month
-0.16%
3 Months
+1.32%
6 Months
+2.56%
YTD
+0.47%
1 Year
+0.65%
3 Years (annualized)
+4.54%
5 Years (annualized)
+3.54%
10 Years (annualized)
+3.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXFCX 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
S&P/LSTA US Leveraged Loan Index(^SPLSTALLI)
This Mutual Fund (YTD)
+0.47%
Peer Avg (YTD)
+0.50%
vs Peers
-0.03%

MXFCX Mutual Fund Performance

MXFCX performance across multiple time periods: 1-month -0.16%, YTD 0.47%, 1-year 0.65%, 3-year 4.54%, 5-year 3.54%, 10-year 3.14%.

MXFCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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