MIXIX Mutual Fund

MIXIX Mutual Fund

NAV$8.95
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Returns Overview

1 Month
+0.45%
3 Months
+0.10%
6 Months
+0.54%
YTD
+0.98%
1 Year
+1.80%
3 Years (annualized)
+4.73%
5 Years (annualized)
+2.26%
10 Years (annualized)
+2.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIXIX 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
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+0.98%
Peer Avg (YTD)
+1.93%
vs Peers
-0.95%

MIXIX Mutual Fund Performance

MIXIX performance across multiple time periods: 1-month 0.45%, YTD 0.98%, 1-year 1.80%, 3-year 4.73%, 5-year 2.26%, 10-year 2.30%.

MIXIX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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