MXBEX Mutual Fund

MXBEX Mutual Fund

NAV$13.25
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Returns Overview

1 Month
-0.38%
3 Months
+3.17%
6 Months
+6.12%
YTD
+8.24%
1 Year
+16.55%
3 Years (annualized)
+13.46%
5 Years (annualized)
+6.70%
10 Years (annualized)
+9.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXBEX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.24%
Peer Avg (YTD)
+6.99%
vs Peers
+1.25%

MXBEX Mutual Fund Performance

MXBEX performance across multiple time periods: 1-month -0.38%, YTD 8.24%, 1-year 16.55%, 3-year 13.46%, 5-year 6.70%, 10-year 9.14%.

MXBEX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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