MXSHX Mutual Fund

MXSHX Mutual Fund

NAV$15.06
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Returns Overview

1 Month
-2.47%
3 Months
-2.28%
6 Months
+6.46%
YTD
+5.65%
1 Year
+8.28%
3 Years (annualized)
+11.59%
5 Years (annualized)
+5.23%
10 Years (annualized)
+7.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXSHX 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
S&P Mid Cap 400 Total Return Index(^MIDTR:SP)
This Mutual Fund (YTD)
+5.65%
Peer Avg (YTD)
+4.96%
vs Peers
+0.69%

MXSHX Mutual Fund Performance

MXSHX performance across multiple time periods: 1-month -2.47%, YTD 5.65%, 1-year 8.28%, 3-year 11.59%, 5-year 5.23%, 10-year 7.17%.

MXSHX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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