MXTBX Mutual Fund

MXTBX Mutual Fund

NAV$5.84
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Returns Overview

1 Month
-2.17%
3 Months
-1.19%
6 Months
+8.36%
YTD
+6.61%
1 Year
+9.39%
3 Years (annualized)
+12.84%
5 Years (annualized)
+4.87%
10 Years (annualized)
+8.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXTBX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+6.61%
Peer Avg (YTD)
+7.10%
vs Peers
-0.49%

MXTBX Mutual Fund Performance

MXTBX performance across multiple time periods: 1-month -2.17%, YTD 6.61%, 1-year 9.39%, 3-year 12.84%, 5-year 4.87%, 10-year 8.09%.

MXTBX returns trail the peer average of 7.10% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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