MXERX Mutual Fund

MXERX Mutual Fund

NAV$6.98
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Returns Overview

1 Month
-1.98%
3 Months
+6.13%
6 Months
+14.95%
YTD
+21.19%
1 Year
+33.23%
3 Years (annualized)
+13.00%
5 Years (annualized)
+7.24%
10 Years (annualized)
+10.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXERX 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
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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
S&P Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+21.19%
Peer Avg (YTD)
+15.31%
vs Peers
+5.88%

MXERX Mutual Fund Performance

MXERX performance across multiple time periods: 1-month -1.98%, YTD 21.19%, 1-year 33.23%, 3-year 13.00%, 5-year 7.24%, 10-year 10.54%.

MXERX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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