MXEBX Mutual Fund

MXEBX Mutual Fund

NAV$19.11
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Returns Overview

1 Month
+0.95%
3 Months
+0.88%
6 Months
+5.43%
YTD
+12.40%
1 Year
+14.20%
3 Years (annualized)
+21.87%
5 Years (annualized)
+12.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXEBX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.40%
Peer Avg (YTD)
+17.72%
vs Peers
-5.32%

MXEBX Mutual Fund Performance

MXEBX performance across multiple time periods: 1-month 0.95%, YTD 12.40%, 1-year 14.20%, 3-year 21.87%, 5-year 12.05%.

MXEBX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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