MXQBX Mutual Fund

MXQBX Mutual Fund

NAV$6.17
See how much of MXQBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.05%
3 Months
-1.28%
6 Months
+5.78%
YTD
+4.53%
1 Year
+6.67%
3 Years (annualized)
+10.35%
5 Years (annualized)
+3.88%
10 Years (annualized)
+6.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXQBX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+4.53%
Peer Avg (YTD)
+7.10%
vs Peers
-2.57%

MXQBX Mutual Fund Performance

MXQBX performance across multiple time periods: 1-month -2.05%, YTD 4.53%, 1-year 6.67%, 3-year 10.35%, 5-year 3.88%, 10-year 6.37%.

MXQBX returns trail the peer average of 7.10% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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