MXXVX Mutual Fund

MXXVX Mutual Fund

NAV$40.46
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Returns Overview

1 Month
-0.65%
3 Months
+2.88%
6 Months
+19.92%
YTD
+11.02%
1 Year
+16.96%
3 Years (annualized)
+23.08%
5 Years (annualized)
+10.54%
10 Years (annualized)
+14.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXXVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.02%
Peer Avg (YTD)
+9.98%
vs Peers
+1.04%

MXXVX Mutual Fund Performance

MXXVX performance across multiple time periods: 1-month -0.65%, YTD 11.02%, 1-year 16.96%, 3-year 23.08%, 5-year 10.54%, 10-year 14.02%.

MXXVX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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