MXAKX Mutual Fund

MXAKX Mutual Fund

NAV$11.34
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Returns Overview

1 Month
+0.96%
3 Months
+0.96%
6 Months
+3.14%
YTD
+5.89%
1 Year
+9.30%
3 Years (annualized)
+9.82%
5 Years (annualized)
+4.42%
10 Years (annualized)
+6.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXAKX 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
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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)
+5.89%
Peer Avg (YTD)
+8.76%
vs Peers
-2.87%

MXAKX Mutual Fund Performance

MXAKX performance across multiple time periods: 1-month 0.96%, YTD 5.89%, 1-year 9.30%, 3-year 9.82%, 5-year 4.42%, 10-year 6.52%.

MXAKX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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