MXAGX Mutual Fund

MXAGX Mutual Fund

NAV$11.53
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Returns Overview

1 Month
-0.35%
3 Months
+1.61%
6 Months
+3.45%
YTD
+4.69%
1 Year
+9.93%
3 Years (annualized)
+7.80%
5 Years (annualized)
+3.70%
10 Years (annualized)
+5.88%

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)
+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 7.80%, 5-year 3.70%, 10-year 5.88%.

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.