MXAPX Mutual Fund

NAV$6.96

Returns Overview

1 Month
+1.65%
3 Months
+12.65%
6 Months
+12.09%
YTD
+11.17%
1 Year
+21.15%
3 Years (annualized)
+18.37%
5 Years (annualized)
+11.32%
10 Years (annualized)
+11.96%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+11.17%
Peer Avg (YTD)
+6.73%
vs Peers
+4.44%

MXAPX Mutual Fund Performance

MXAPX performance across multiple time periods: 1-month 1.65%, YTD 11.17%, 1-year 21.15%, 3-year 18.37%, 5-year 11.32%, 10-year 11.96%.

MXAPX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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