MXLSX Mutual Fund

MXLSX Mutual Fund

NAV$46.01
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Returns Overview

1 Month
-6.28%
3 Months
-7.13%
6 Months
+8.34%
YTD
+12.15%
1 Year
+13.77%
3 Years (annualized)
+13.24%
5 Years (annualized)
+8.53%
10 Years (annualized)
+8.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXLSX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+12.15%
Peer Avg (YTD)
+10.34%
vs Peers
+1.81%

MXLSX Mutual Fund Performance

MXLSX performance across multiple time periods: 1-month -6.28%, YTD 12.15%, 1-year 13.77%, 3-year 13.24%, 5-year 8.53%, 10-year 8.98%.

MXLSX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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