MXBSX Mutual Fund

MXBSX Mutual Fund

NAV$14.28
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Returns Overview

1 Month
-0.36%
3 Months
+3.79%
6 Months
+7.39%
YTD
+9.84%
1 Year
+19.31%
3 Years (annualized)
+14.35%
5 Years (annualized)
+8.05%
10 Years (annualized)
+10.81%

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
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📉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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.84%
Peer Avg (YTD)
+6.99%
vs Peers
+2.85%

MXBSX Mutual Fund Performance

MXBSX performance across multiple time periods: 1-month -0.36%, YTD 9.84%, 1-year 19.31%, 3-year 14.35%, 5-year 8.05%, 10-year 10.81%.

MXBSX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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