MXELX Mutual Fund

NAV$15.71

Returns Overview

1 Month
+0.32%
3 Months
+7.08%
6 Months
+6.06%
YTD
+5.70%
1 Year
+11.82%
3 Years (annualized)
+9.79%
5 Years (annualized)
+4.42%
10 Years (annualized)
+6.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXELX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+5.70%
Peer Avg (YTD)
+7.64%
vs Peers
-1.94%

MXELX Mutual Fund Performance

MXELX performance across multiple time periods: 1-month 0.32%, YTD 5.70%, 1-year 11.82%, 3-year 9.79%, 5-year 4.42%, 10-year 6.76%.

MXELX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

MXELX performance comparison shows side-by-side returns with another fund. MXELX alternatives are available in the Mutual Fund Screener.