EXEYX Mutual Fund

NAV$15.16

Returns Overview

1 Month
+0.07%
3 Months
+13.65%
6 Months
+1.33%
YTD
+1.68%
1 Year
+6.81%
3 Years (annualized)
+10.70%
5 Years (annualized)
+6.01%
10 Years (annualized)
+11.54%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+1.68%
Peer Avg (YTD)
+8.97%
vs Peers
-7.29%

EXEYX Mutual Fund Performance

EXEYX performance across multiple time periods: 1-month 0.07%, YTD 1.68%, 1-year 6.81%, 3-year 10.70%, 5-year 6.01%, 10-year 11.54%.

EXEYX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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