MXBOX Mutual Fund

MXBOX Mutual Fund

NAV$14.15
See how much of MXBOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.36%
3 Months
+3.68%
6 Months
+7.13%
YTD
+9.60%
1 Year
+18.93%
3 Years (annualized)
+13.95%
5 Years (annualized)
+6.95%
10 Years (annualized)
+9.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXBOX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.60%
Peer Avg (YTD)
+6.99%
vs Peers
+2.60%

MXBOX Mutual Fund Performance

MXBOX performance across multiple time periods: 1-month -0.36%, YTD 9.60%, 1-year 18.93%, 3-year 13.95%, 5-year 6.95%, 10-year 9.38%.

MXBOX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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