MXBUX Mutual Fund

MXBUX Mutual Fund

NAV$9.36
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Returns Overview

1 Month
+1.77%
3 Months
-3.51%
6 Months
-0.15%
YTD
+8.58%
1 Year
+0.40%
3 Years (annualized)
+11.81%
5 Years (annualized)
+4.11%
10 Years (annualized)
+10.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXBUX 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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+8.58%
Peer Avg (YTD)
+8.01%
vs Peers
+0.57%

MXBUX Mutual Fund Performance

MXBUX performance across multiple time periods: 1-month 1.77%, YTD 8.58%, 1-year 0.40%, 3-year 11.81%, 5-year 4.11%, 10-year 10.06%.

MXBUX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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