MXENX Mutual Fund

NAV$14.78

Returns Overview

1 Month
+0.58%
3 Months
+24.64%
6 Months
+29.16%
YTD
+26.25%
1 Year
+49.23%
3 Years (annualized)
+24.99%
5 Years (annualized)
+7.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXENX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+26.25%
Peer Avg (YTD)
+23.08%
vs Peers
+3.17%

MXENX Mutual Fund Performance

MXENX performance across multiple time periods: 1-month 0.58%, YTD 26.25%, 1-year 49.23%, 3-year 24.99%, 5-year 7.63%.

MXENX returns outperform the peer average of 23.08% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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