MXXJX Mutual Fund

MXXJX Mutual Fund

NAV$9.72
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Returns Overview

1 Month
-0.78%
3 Months
-0.37%
6 Months
+0.35%
YTD
+0.56%
1 Year
+1.84%
3 Years (annualized)
+4.53%
5 Years (annualized)
+2.43%
10 Years (annualized)
+2.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXXJX 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
Bloomberg Barclays 1-3 Year Credit Index(^BB3YCRI)
This Mutual Fund (YTD)
+0.56%
Peer Avg (YTD)
+0.50%
vs Peers
+0.06%

MXXJX Mutual Fund Performance

MXXJX performance across multiple time periods: 1-month -0.78%, YTD 0.56%, 1-year 1.84%, 3-year 4.53%, 5-year 2.43%, 10-year 2.66%.

MXXJX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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