MXAHX Mutual Fund

MXAHX Mutual Fund

NAV$11.43
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Returns Overview

1 Month
-0.35%
3 Months
+1.58%
6 Months
+3.40%
YTD
+4.62%
1 Year
+9.87%
3 Years (annualized)
+8.42%
5 Years (annualized)
+4.02%
10 Years (annualized)
+6.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXAHX 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)
+4.62%
Peer Avg (YTD)
+6.99%
vs Peers
-2.37%

MXAHX Mutual Fund Performance

MXAHX performance across multiple time periods: 1-month -0.35%, YTD 4.62%, 1-year 9.87%, 3-year 8.42%, 5-year 4.02%, 10-year 6.13%.

MXAHX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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