MXNZX Mutual Fund

MXNZX Mutual Fund

NAV$8.05
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Returns Overview

1 Month
-4.31%
3 Months
-6.44%
6 Months
+7.07%
YTD
+8.23%
1 Year
+11.44%
3 Years (annualized)
+11.14%
5 Years (annualized)
+6.28%
10 Years (annualized)
+9.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXNZX 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 Midcap 400 Index(MID)
This Mutual Fund (YTD)
+8.23%
Peer Avg (YTD)
+6.72%
vs Peers
+1.51%

MXNZX Mutual Fund Performance

MXNZX performance across multiple time periods: 1-month -4.31%, YTD 8.23%, 1-year 11.44%, 3-year 11.14%, 5-year 6.28%, 10-year 9.03%.

MXNZX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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