MXTFX Mutual Fund

MXTFX Mutual Fund

NAV$7.89
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Returns Overview

1 Month
-6.20%
3 Months
-7.00%
6 Months
+8.59%
YTD
+12.39%
1 Year
+14.18%
3 Years (annualized)
+13.18%
5 Years (annualized)
+8.15%
10 Years (annualized)
+8.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXTFX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+12.39%
Peer Avg (YTD)
+10.34%
vs Peers
+2.05%

MXTFX Mutual Fund Performance

MXTFX performance across multiple time periods: 1-month -6.20%, YTD 12.39%, 1-year 14.18%, 3-year 13.18%, 5-year 8.15%, 10-year 8.03%.

MXTFX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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