MXGTX Mutual Fund

MXGTX Mutual Fund

NAV$13.82
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Returns Overview

1 Month
-2.92%
3 Months
-0.99%
6 Months
+11.57%
YTD
+10.25%
1 Year
+14.56%
3 Years (annualized)
+18.05%
5 Years (annualized)
+10.32%
10 Years (annualized)
+11.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXGTX 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
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+10.25%
Peer Avg (YTD)
+6.10%
vs Peers
+4.15%

MXGTX Mutual Fund Performance

MXGTX performance across multiple time periods: 1-month -2.92%, YTD 10.25%, 1-year 14.56%, 3-year 18.05%, 5-year 10.32%, 10-year 11.89%.

MXGTX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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