MXFEX Mutual Fund

MXFEX Mutual Fund

NAV$8.50
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Returns Overview

1 Month
+0.91%
3 Months
+1.64%
6 Months
+3.41%
YTD
+2.66%
1 Year
+4.13%
3 Years (annualized)
+5.57%
5 Years (annualized)
+4.89%
10 Years (annualized)
+4.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXFEX 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)
+2.66%
Peer Avg (YTD)
+2.15%
vs Peers
+0.51%

MXFEX Mutual Fund Performance

MXFEX performance across multiple time periods: 1-month 0.91%, YTD 2.66%, 1-year 4.13%, 3-year 5.57%, 5-year 4.89%, 10-year 4.81%.

MXFEX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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