MXHRX Mutual Fund

MXHRX Mutual Fund

NAV$11.66
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Returns Overview

1 Month
-2.56%
3 Months
-1.25%
6 Months
+8.15%
YTD
+7.27%
1 Year
+10.50%
3 Years (annualized)
+14.25%
5 Years (annualized)
+7.65%
10 Years (annualized)
+8.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXHRX 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
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+7.27%
Peer Avg (YTD)
+6.10%
vs Peers
+1.17%

MXHRX Mutual Fund Performance

MXHRX performance across multiple time periods: 1-month -2.56%, YTD 7.27%, 1-year 10.50%, 3-year 14.25%, 5-year 7.65%, 10-year 8.59%.

MXHRX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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