MXATX Mutual Fund

MXATX Mutual Fund

NAV$11.96
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Returns Overview

1 Month
+1.24%
3 Months
+1.24%
6 Months
+4.17%
YTD
+7.37%
1 Year
+11.67%
3 Years (annualized)
+12.05%
5 Years (annualized)
+6.06%
10 Years (annualized)
+8.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXATX 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)
+7.37%
Peer Avg (YTD)
+8.76%
vs Peers
-1.39%

MXATX Mutual Fund Performance

MXATX performance across multiple time periods: 1-month 1.24%, YTD 7.37%, 1-year 11.67%, 3-year 12.05%, 5-year 6.06%, 10-year 8.60%.

MXATX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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