MXEQX Mutual Fund

MXEQX Mutual Fund

NAV$40.85
See how much of MXEQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.75%
3 Months
+6.33%
6 Months
+10.64%
YTD
+17.14%
1 Year
+24.05%
3 Years (annualized)
+18.25%
5 Years (annualized)
+11.76%
10 Years (annualized)
+16.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXEQX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.14%
Peer Avg (YTD)
+12.44%
vs Peers
+4.70%

MXEQX Mutual Fund Performance

MXEQX performance across multiple time periods: 1-month 0.75%, YTD 17.14%, 1-year 24.05%, 3-year 18.25%, 5-year 11.76%, 10-year 16.41%.

MXEQX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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