MXCAX Mutual Fund

NAV$18.22

Returns Overview

1 Month
+2.57%
3 Months
+41.17%
6 Months
+47.90%
YTD
+45.01%
1 Year
+71.74%
3 Years (annualized)
+24.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXCAX 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 Emerging Markets ex China Index(.dMIEFH0000NUS)
This Mutual Fund (YTD)
+45.01%
Peer Avg (YTD)
+8.97%
vs Peers
+36.04%

MXCAX Mutual Fund Performance

MXCAX performance across multiple time periods: 1-month 2.57%, YTD 45.01%, 1-year 71.74%, 3-year 24.81%.

MXCAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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