MXIOX Mutual Fund

MXIOX Mutual Fund

NAV$8.94
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Returns Overview

1 Month
-2.21%
3 Months
-2.42%
6 Months
-1.78%
YTD
-1.56%
1 Year
-1.35%
3 Years (annualized)
+4.64%
5 Years (annualized)
+1.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXIOX 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
Bloomberg 1-10 Year US Treasury Inflation-Protected Securities (TIPS) Index(BBG1T10TIPS)
This Mutual Fund (YTD)
-1.56%
Peer Avg (YTD)
+0.50%
vs Peers
-2.06%

MXIOX Mutual Fund Performance

MXIOX performance across multiple time periods: 1-month -2.21%, YTD -1.56%, 1-year -1.35%, 3-year 4.64%, 5-year 1.09%.

MXIOX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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