MXAPX Mutual Fund

MXAPX Mutual Fund

NAV$6.95
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Returns Overview

1 Month
+0.15%
3 Months
+4.47%
6 Months
+8.31%
YTD
+11.33%
1 Year
+20.94%
3 Years (annualized)
+14.93%
5 Years (annualized)
+8.81%
10 Years (annualized)
+11.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXAPX 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
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+11.33%
Peer Avg (YTD)
+6.57%
vs Peers
+4.76%

MXAPX Mutual Fund Performance

MXAPX performance across multiple time periods: 1-month 0.15%, YTD 11.33%, 1-year 20.94%, 3-year 14.93%, 5-year 8.81%, 10-year 11.53%.

MXAPX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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