MXAGX Mutual Fund

MXAGX Mutual Fund

NAV$11.32
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Returns Overview

1 Month
+0.88%
3 Months
+0.88%
6 Months
+2.96%
YTD
+5.61%
1 Year
+8.88%
3 Years (annualized)
+8.71%
5 Years (annualized)
+3.67%
10 Years (annualized)
+5.96%

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
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📉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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+5.61%
Peer Avg (YTD)
+8.76%
vs Peers
-3.15%

MXAGX Mutual Fund Performance

MXAGX performance across multiple time periods: 1-month 0.88%, YTD 5.61%, 1-year 8.88%, 3-year 8.71%, 5-year 3.67%, 10-year 5.96%.

MXAGX returns trail the peer average of 8.76% 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.