MXMSX Mutual Fund

MXMSX Mutual Fund

NAV$11.79
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Returns Overview

1 Month
-5.98%
3 Months
-12.49%
6 Months
+8.76%
YTD
+4.00%
1 Year
+8.04%
3 Years (annualized)
+11.55%
5 Years (annualized)
+2.94%
10 Years (annualized)
+11.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXMSX 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 Growth Index(^RUO)
This Mutual Fund (YTD)
+4.00%
Peer Avg (YTD)
+10.34%
vs Peers
-6.35%

MXMSX Mutual Fund Performance

MXMSX performance across multiple time periods: 1-month -5.98%, YTD 4.00%, 1-year 8.04%, 3-year 11.55%, 5-year 2.94%, 10-year 11.54%.

MXMSX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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