MXIIX Mutual Fund

MXIIX Mutual Fund

NAV$9.89
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Returns Overview

1 Month
-2.34%
3 Months
-3.38%
6 Months
-1.75%
YTD
-1.84%
1 Year
-1.11%
3 Years (annualized)
+5.39%
5 Years (annualized)
+2.09%
10 Years (annualized)
+3.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXIIX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.84%
Peer Avg (YTD)
+0.50%
vs Peers
-2.34%

MXIIX Mutual Fund Performance

MXIIX performance across multiple time periods: 1-month -2.34%, YTD -1.84%, 1-year -1.11%, 3-year 5.39%, 5-year 2.09%, 10-year 3.31%.

MXIIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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