MXSDX Mutual Fund

MXSDX Mutual Fund

NAV$10.55
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Returns Overview

1 Month
-0.78%
3 Months
-0.49%
6 Months
+0.17%
YTD
+0.36%
1 Year
+1.47%
3 Years (annualized)
+4.30%
5 Years (annualized)
+2.10%
10 Years (annualized)
+2.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXSDX 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
Bloomberg Barclays 1-3 Year Credit Index(^BB3YCRI)
This Mutual Fund (YTD)
+0.36%
Peer Avg (YTD)
+0.50%
vs Peers
-0.14%

MXSDX Mutual Fund Performance

MXSDX performance across multiple time periods: 1-month -0.78%, YTD 0.36%, 1-year 1.47%, 3-year 4.30%, 5-year 2.10%, 10-year 2.22%.

MXSDX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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