MXBPX Mutual Fund

MXBPX Mutual Fund

NAV$7.80
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Returns Overview

1 Month
+1.23%
3 Months
+2.61%
6 Months
+5.23%
YTD
+9.85%
1 Year
+14.63%
3 Years (annualized)
+14.75%
5 Years (annualized)
+7.89%
10 Years (annualized)
+8.36%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+9.85%
Peer Avg (YTD)
+7.17%
vs Peers
+2.68%

MXBPX Mutual Fund Performance

MXBPX performance across multiple time periods: 1-month 1.23%, YTD 9.85%, 1-year 14.63%, 3-year 14.75%, 5-year 7.89%, 10-year 8.36%.

MXBPX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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