MXBPX Mutual Fund

MXBPX Mutual Fund

NAV$8.28
See how much of MXBPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.12%
3 Months
+3.43%
6 Months
+6.26%
YTD
+8.52%
1 Year
+16.16%
3 Years (annualized)
+11.78%
5 Years (annualized)
+6.69%
10 Years (annualized)
+8.23%

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
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
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+8.52%
Peer Avg (YTD)
+6.57%
vs Peers
+1.95%

MXBPX Mutual Fund Performance

MXBPX performance across multiple time periods: 1-month 0.12%, YTD 8.52%, 1-year 16.16%, 3-year 11.78%, 5-year 6.69%, 10-year 8.23%.

MXBPX returns outperform the peer average of 6.57% 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.