MXLMX Mutual Fund

MXLMX Mutual Fund

NAV$13.34
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Returns Overview

1 Month
-2.40%
3 Months
-2.69%
6 Months
-1.17%
YTD
-1.68%
1 Year
-0.43%
3 Years (annualized)
+6.20%
5 Years (annualized)
+1.71%
10 Years (annualized)
+3.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXLMX 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 Barclays Multiverse Index(^LF93TRUU)
This Mutual Fund (YTD)
-1.68%
Peer Avg (YTD)
+0.50%
vs Peers
-2.18%

MXLMX Mutual Fund Performance

MXLMX performance across multiple time periods: 1-month -2.40%, YTD -1.68%, 1-year -0.43%, 3-year 6.20%, 5-year 1.71%, 10-year 3.27%.

MXLMX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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