MXXIX Mutual Fund

MXXIX Mutual Fund

NAV$61.82
See how much of MXXIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.05%
3 Months
-9.10%
6 Months
+10.36%
YTD
+9.83%
1 Year
+8.45%
3 Years (annualized)
+28.18%
5 Years (annualized)
+9.84%
10 Years (annualized)
+15.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXXIX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+9.83%
Peer Avg (YTD)
+6.72%
vs Peers
+3.11%

MXXIX Mutual Fund Performance

MXXIX performance across multiple time periods: 1-month -4.05%, YTD 9.83%, 1-year 8.45%, 3-year 28.18%, 5-year 9.84%, 10-year 15.98%.

MXXIX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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