MIXAX Mutual Fund

MIXAX Mutual Fund

NAV$8.93
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Returns Overview

1 Month
+0.24%
3 Months
+0.36%
6 Months
+0.34%
YTD
+0.90%
1 Year
+2.24%
3 Years (annualized)
+4.49%
5 Years (annualized)
+1.90%
10 Years (annualized)
+1.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIXAX 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
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+0.90%
Peer Avg (YTD)
+2.15%
vs Peers
-1.25%

MIXAX Mutual Fund Performance

MIXAX performance across multiple time periods: 1-month 0.24%, YTD 0.90%, 1-year 2.24%, 3-year 4.49%, 5-year 1.90%, 10-year 1.96%.

MIXAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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