MXBEX Mutual Fund

NAV$13.32

Returns Overview

1 Month
+0.62%
3 Months
+10.88%
6 Months
+9.30%
YTD
+8.66%
1 Year
+17.51%
3 Years (annualized)
+14.73%
5 Years (annualized)
+8.11%
10 Years (annualized)
+10.70%

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
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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.66%
Peer Avg (YTD)
+7.64%
vs Peers
+1.02%

MXBEX Mutual Fund Performance

MXBEX performance across multiple time periods: 1-month 0.62%, YTD 8.66%, 1-year 17.51%, 3-year 14.73%, 5-year 8.11%, 10-year 10.70%.

MXBEX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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