MXCPX Mutual Fund

MXCPX Mutual Fund

NAV$8.14
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Returns Overview

1 Month
-0.25%
3 Months
+1.25%
6 Months
+2.80%
YTD
+3.86%
1 Year
+8.13%
3 Years (annualized)
+6.72%
5 Years (annualized)
+3.05%
10 Years (annualized)
+4.12%

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)
+3.86%
Peer Avg (YTD)
+3.39%
vs Peers
+0.47%

MXCPX Mutual Fund Performance

MXCPX performance across multiple time periods: 1-month -0.25%, YTD 3.86%, 1-year 8.13%, 3-year 6.72%, 5-year 3.05%, 10-year 4.12%.

MXCPX returns outperform the peer average of 3.39% 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.