SXMAX Mutual Fund

SXMAX Mutual Fund

NAV$16.95
See how much of SXMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.13%
3 Months
+1.10%
6 Months
+6.21%
YTD
+6.28%
1 Year
+7.23%
3 Years (annualized)
+10.65%
5 Years (annualized)
+6.30%
10 Years (annualized)
+7.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SXMAX 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
S&P 500 Index Total Return
This Mutual Fund (YTD)
+6.28%
Peer Avg (YTD)
+6.10%
vs Peers
+0.18%

SXMAX Mutual Fund Performance

SXMAX performance across multiple time periods: 1-month -3.13%, YTD 6.28%, 1-year 7.23%, 3-year 10.65%, 5-year 6.30%, 10-year 7.59%.

SXMAX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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