MXGMX Mutual Fund

MXGMX Mutual Fund

NAV$10.81
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Returns Overview

1 Month
-2.65%
3 Months
-3.61%
6 Months
-3.26%
YTD
-3.08%
1 Year
-2.20%
3 Years (annualized)
+3.43%
5 Years (annualized)
-0.61%
10 Years (annualized)
+0.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXGMX 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
Bloomberg US Government/Mortgage Index(^BBGUSGMI)
This Mutual Fund (YTD)
-3.08%
Peer Avg (YTD)
+0.50%
vs Peers
-3.58%

MXGMX Mutual Fund Performance

MXGMX performance across multiple time periods: 1-month -2.65%, YTD -3.08%, 1-year -2.20%, 3-year 3.43%, 5-year -0.61%, 10-year 0.64%.

MXGMX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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