MXBOX Mutual Fund

NAV$14.20

Returns Overview

1 Month
+0.73%
3 Months
+12.40%
6 Months
+10.78%
YTD
+9.99%
1 Year
+19.85%
3 Years (annualized)
+14.10%
5 Years (annualized)
+7.09%
10 Years (annualized)
+9.85%

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

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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)
+9.99%
Peer Avg (YTD)
+7.64%
vs Peers
+2.35%

MXBOX Mutual Fund Performance

MXBOX performance across multiple time periods: 1-month 0.73%, YTD 9.99%, 1-year 19.85%, 3-year 14.10%, 5-year 7.09%, 10-year 9.85%.

MXBOX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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