MXATX Mutual Fund

MXATX Mutual Fund

NAV$12.30
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Returns Overview

1 Month
-0.41%
3 Months
+2.20%
6 Months
+4.49%
YTD
+6.05%
1 Year
+12.77%
3 Years (annualized)
+10.82%
5 Years (annualized)
+6.08%
10 Years (annualized)
+8.49%

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)
+6.05%
Peer Avg (YTD)
+6.99%
vs Peers
-0.94%

MXATX Mutual Fund Performance

MXATX performance across multiple time periods: 1-month -0.41%, YTD 6.05%, 1-year 12.77%, 3-year 10.82%, 5-year 6.08%, 10-year 8.49%.

MXATX returns trail the peer average of 6.99% 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.