MXRLX Mutual Fund

MXRLX Mutual Fund

NAV$16.24
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Returns Overview

1 Month
-2.26%
3 Months
-0.89%
6 Months
+10.77%
YTD
+8.49%
1 Year
+11.73%
3 Years (annualized)
+15.42%
5 Years (annualized)
+7.31%
10 Years (annualized)
+9.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXRLX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.49%
Peer Avg (YTD)
+7.10%
vs Peers
+1.38%

MXRLX Mutual Fund Performance

MXRLX performance across multiple time periods: 1-month -2.26%, YTD 8.49%, 1-year 11.73%, 3-year 15.42%, 5-year 7.31%, 10-year 9.79%.

MXRLX returns outperform the peer average of 7.10% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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