MXEBX Mutual Fund

MXEBX Mutual Fund

NAV$19.34
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Returns Overview

1 Month
-0.32%
3 Months
+4.51%
6 Months
+9.06%
YTD
+11.42%
1 Year
+20.61%
3 Years (annualized)
+17.84%
5 Years (annualized)
+12.92%

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)
+11.42%
Peer Avg (YTD)
+9.41%
vs Peers
+2.00%

MXEBX Mutual Fund Performance

MXEBX performance across multiple time periods: 1-month -0.32%, YTD 11.42%, 1-year 20.61%, 3-year 17.84%, 5-year 12.92%.

MXEBX returns outperform the peer average of 9.41% 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.