MXCPX Mutual Fund

MXCPX Mutual Fund

NAV$7.88
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Returns Overview

1 Month
+0.49%
3 Months
+0.87%
6 Months
+1.63%
YTD
+4.37%
1 Year
+6.73%
3 Years (annualized)
+7.34%
5 Years (annualized)
+3.01%
10 Years (annualized)
+4.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXCPX 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
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+4.37%
Peer Avg (YTD)
+3.78%
vs Peers
+0.59%

MXCPX Mutual Fund Performance

MXCPX performance across multiple time periods: 1-month 0.49%, YTD 4.37%, 1-year 6.73%, 3-year 7.34%, 5-year 3.01%, 10-year 4.15%.

MXCPX returns outperform the peer average of 3.78% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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