MXBPX Mutual Fund

NAV$8.31
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Returns Overview

1 Month
+1.24%
3 Months
+9.41%
6 Months
+9.12%
YTD
+8.39%
1 Year
+16.18%
3 Years (annualized)
+14.36%
5 Years (annualized)
+7.98%
10 Years (annualized)
+8.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXBPX 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

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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
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+8.39%
Peer Avg (YTD)
+6.73%
vs Peers
+1.66%

MXBPX Mutual Fund Performance

MXBPX performance across multiple time periods: 1-month 1.24%, YTD 8.39%, 1-year 16.18%, 3-year 14.36%, 5-year 7.98%, 10-year 8.55%.

MXBPX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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