MXNSX Mutual Fund

MXNSX Mutual Fund

NAV$22.35
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Returns Overview

1 Month
-5.99%
3 Months
-8.47%
6 Months
+9.36%
YTD
+11.85%
1 Year
+14.69%
3 Years (annualized)
+13.30%
5 Years (annualized)
+5.20%
10 Years (annualized)
+9.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXNSX 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
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📉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
S&P Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+11.85%
Peer Avg (YTD)
+10.34%
vs Peers
+1.51%

MXNSX Mutual Fund Performance

MXNSX performance across multiple time periods: 1-month -5.99%, YTD 11.85%, 1-year 14.69%, 3-year 13.30%, 5-year 5.20%, 10-year 9.18%.

MXNSX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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