MXFAX Mutual Fund

MXFAX Mutual Fund

NAV$8.50
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Returns Overview

1 Month
+0.88%
3 Months
+1.56%
6 Months
+3.27%
YTD
+2.44%
1 Year
+3.79%
3 Years (annualized)
+5.33%
5 Years (annualized)
+4.29%
10 Years (annualized)
+3.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXFAX 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/LSTA US Leveraged Loan Index(^SPLSTALLI)
This Mutual Fund (YTD)
+2.44%
Peer Avg (YTD)
+2.15%
vs Peers
+0.29%

MXFAX Mutual Fund Performance

MXFAX performance across multiple time periods: 1-month 0.88%, YTD 2.44%, 1-year 3.79%, 3-year 5.33%, 5-year 4.29%, 10-year 3.88%.

MXFAX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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