MXFLX Mutual Fund

MXFLX Mutual Fund

NAV$15.41
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Returns Overview

1 Month
-2.03%
3 Months
-1.40%
6 Months
+5.57%
YTD
+4.49%
1 Year
+6.13%
3 Years (annualized)
+11.27%
5 Years (annualized)
+5.62%
10 Years (annualized)
+7.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXFLX 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)
+4.49%
Peer Avg (YTD)
+7.10%
vs Peers
-2.61%

MXFLX Mutual Fund Performance

MXFLX performance across multiple time periods: 1-month -2.03%, YTD 4.49%, 1-year 6.13%, 3-year 11.27%, 5-year 5.62%, 10-year 7.21%.

MXFLX returns trail the peer average of 7.10% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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