MAXXX Mutual Fund

Returns Overview

1 Month
+0.19%
3 Months
+0.42%
6 Months
+0.75%
YTD
+0.75%
1 Year
+2.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAXXX 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
S&P US Treasury Bill 0-3(^SPBDUB3T:SP)
This Mutual Fund (YTD)
+0.75%
Peer Avg (YTD)
+1.70%
vs Peers
-0.95%

MAXXX Mutual Fund Performance

MAXXX performance across multiple time periods: 1-month 0.19%, YTD 0.75%, 1-year 2.04%.

MAXXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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