MXEQX Mutual Fund

NAV$41.85

Returns Overview

1 Month
+1.74%
3 Months
+11.20%
6 Months
+12.08%
YTD
+11.08%
1 Year
+23.19%
3 Years (annualized)
+16.66%
5 Years (annualized)
+11.31%
10 Years (annualized)
+16.36%

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

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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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.08%
Peer Avg (YTD)
+9.49%
vs Peers
+1.59%

MXEQX Mutual Fund Performance

MXEQX performance across multiple time periods: 1-month 1.74%, YTD 11.08%, 1-year 23.19%, 3-year 16.66%, 5-year 11.31%, 10-year 16.36%.

MXEQX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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