MXLYX Mutual Fund

MXLYX Mutual Fund

NAV$14.34
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Returns Overview

1 Month
-1.91%
3 Months
-1.37%
6 Months
+4.27%
YTD
+3.44%
1 Year
+4.81%
3 Years (annualized)
+10.10%
5 Years (annualized)
+4.74%
10 Years (annualized)
+6.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXLYX 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
Morningstar Lifetime Moderate 2015 Index
This Mutual Fund (YTD)
+3.44%
Peer Avg (YTD)
+7.10%
vs Peers
-3.67%

MXLYX Mutual Fund Performance

MXLYX performance across multiple time periods: 1-month -1.91%, YTD 3.44%, 1-year 4.81%, 3-year 10.10%, 5-year 4.74%, 10-year 6.22%.

MXLYX returns trail the peer average of 7.10% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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