MXCCX Mutual Fund

MXCCX Mutual Fund

NAV$8.47
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Returns Overview

1 Month
+2.54%
3 Months
+1.31%
6 Months
+11.71%
YTD
+12.01%
1 Year
+19.01%
3 Years (annualized)
+19.60%
5 Years (annualized)
+11.33%
10 Years (annualized)
+13.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXCCX 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
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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 500 Index(SPX)
This Mutual Fund (YTD)
+12.01%
Peer Avg (YTD)
+11.21%
vs Peers
+0.79%

MXCCX Mutual Fund Performance

MXCCX performance across multiple time periods: 1-month 2.54%, YTD 12.01%, 1-year 19.01%, 3-year 19.60%, 5-year 11.33%, 10-year 13.83%.

MXCCX returns outperform the peer average of 11.21% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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