MXBSX Mutual Fund

NAV$14.33

Returns Overview

1 Month
+0.79%
3 Months
+12.54%
6 Months
+11.02%
YTD
+10.24%
1 Year
+20.33%
3 Years (annualized)
+16.91%
5 Years (annualized)
+8.19%
10 Years (annualized)
+11.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXBSX 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)
+10.24%
Peer Avg (YTD)
+7.64%
vs Peers
+2.60%

MXBSX Mutual Fund Performance

MXBSX performance across multiple time periods: 1-month 0.79%, YTD 10.24%, 1-year 20.33%, 3-year 16.91%, 5-year 8.19%, 10-year 11.28%.

MXBSX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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