EXEYX Mutual Fund

EXEYX Mutual Fund

NAV$14.77
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Returns Overview

1 Month
-0.55%
3 Months
-2.10%
6 Months
+3.14%
YTD
+1.54%
1 Year
+2.53%
3 Years (annualized)
+13.82%
5 Years (annualized)
+5.50%
10 Years (annualized)
+12.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would EXEYX 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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+1.54%
Peer Avg (YTD)
+5.23%
vs Peers
-3.69%

EXEYX Mutual Fund Performance

EXEYX performance across multiple time periods: 1-month -0.55%, YTD 1.54%, 1-year 2.53%, 3-year 13.82%, 5-year 5.50%, 10-year 12.54%.

EXEYX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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