MXATX Mutual Fund

NAV$12.26

Returns Overview

1 Month
+0.41%
3 Months
+8.20%
6 Months
+6.96%
YTD
+6.49%
1 Year
+13.54%
3 Years (annualized)
+11.81%
5 Years (annualized)
+6.32%
10 Years (annualized)
+8.89%

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
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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+6.49%
Peer Avg (YTD)
+7.64%
vs Peers
-1.15%

MXATX Mutual Fund Performance

MXATX performance across multiple time periods: 1-month 0.41%, YTD 6.49%, 1-year 13.54%, 3-year 11.81%, 5-year 6.32%, 10-year 8.89%.

MXATX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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