MXWEX Mutual Fund

MXWEX Mutual Fund

NAV$6.19
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Returns Overview

1 Month
-2.25%
3 Months
-0.72%
6 Months
+11.10%
YTD
+8.81%
1 Year
+12.32%
3 Years (annualized)
+13.31%
5 Years (annualized)
+6.17%
10 Years (annualized)
+9.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXWEX 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)
+8.81%
Peer Avg (YTD)
+7.10%
vs Peers
+1.71%

MXWEX Mutual Fund Performance

MXWEX performance across multiple time periods: 1-month -2.25%, YTD 8.81%, 1-year 12.32%, 3-year 13.31%, 5-year 6.17%, 10-year 9.28%.

MXWEX returns outperform the peer average of 7.10% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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