MXAGX Mutual Fund

MXAGX Mutual Fund

NAV$11.26
See how much of MXAGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.35%
3 Months
+1.61%
6 Months
+3.45%
YTD
+4.69%
1 Year
+9.93%
3 Years (annualized)
+8.53%
5 Years (annualized)
+4.12%
10 Years (annualized)
+6.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXAGX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+4.69%
Peer Avg (YTD)
+6.99%
vs Peers
-2.30%

MXAGX Mutual Fund Performance

MXAGX performance across multiple time periods: 1-month -0.35%, YTD 4.69%, 1-year 9.93%, 3-year 8.53%, 5-year 4.12%, 10-year 6.23%.

MXAGX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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