MXHAX Mutual Fund

MXHAX Mutual Fund

NAV$15.36
See how much of MXHAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.00%
3 Months
+1.40%
6 Months
+12.77%
YTD
+12.69%
1 Year
+19.27%
3 Years (annualized)
+16.79%
5 Years (annualized)
+10.95%
10 Years (annualized)
+12.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXHAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.69%
Peer Avg (YTD)
+10.00%
vs Peers
+2.69%

MXHAX Mutual Fund Performance

MXHAX performance across multiple time periods: 1-month -3.00%, YTD 12.69%, 1-year 19.27%, 3-year 16.79%, 5-year 10.95%, 10-year 12.41%.

MXHAX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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