MXITX Mutual Fund

MXITX Mutual Fund

NAV$11.90
See how much of MXITX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.36%
3 Months
-1.31%
6 Months
+6.57%
YTD
+5.91%
1 Year
+8.60%
3 Years (annualized)
+11.04%
5 Years (annualized)
+5.31%
10 Years (annualized)
+7.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXITX 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
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+5.91%
Peer Avg (YTD)
+4.96%
vs Peers
+0.94%

MXITX Mutual Fund Performance

MXITX performance across multiple time periods: 1-month -2.36%, YTD 5.91%, 1-year 8.60%, 3-year 11.04%, 5-year 5.31%, 10-year 7.21%.

MXITX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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