MXBUX Mutual Fund

MXBUX Mutual Fund

NAV$9.84
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Returns Overview

1 Month
+3.50%
3 Months
+14.17%
6 Months
+16.77%
YTD
+15.25%
1 Year
+11.66%
3 Years (annualized)
+8.56%
5 Years (annualized)
+4.80%

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)
+15.25%
Peer Avg (YTD)
+10.82%
vs Peers
+4.43%

MXBUX Mutual Fund Performance

MXBUX performance across multiple time periods: 1-month 3.50%, YTD 15.25%, 1-year 11.66%, 3-year 8.56%, 5-year 4.80%.

MXBUX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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