MXMTX Mutual Fund

MXMTX Mutual Fund

NAV$11.31
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Returns Overview

1 Month
-4.04%
3 Months
-10.74%
6 Months
+10.87%
YTD
+5.92%
1 Year
+9.90%
3 Years (annualized)
+11.17%
5 Years (annualized)
+3.76%
10 Years (annualized)
+12.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXMTX 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)
+5.92%
Peer Avg (YTD)
+10.34%
vs Peers
-4.42%

MXMTX Mutual Fund Performance

MXMTX performance across multiple time periods: 1-month -4.04%, YTD 5.92%, 1-year 9.90%, 3-year 11.17%, 5-year 3.76%, 10-year 12.24%.

MXMTX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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