MXFEX Mutual Fund

MXFEX Mutual Fund

NAV$8.55
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Returns Overview

1 Month
+0.67%
3 Months
+0.73%
6 Months
+1.05%
YTD
+1.74%
1 Year
+3.71%
3 Years (annualized)
+6.79%
5 Years (annualized)
+4.77%
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)
+1.74%
Peer Avg (YTD)
+0.12%
vs Peers
+1.62%

MXFEX Mutual Fund Performance

MXFEX performance across multiple time periods: 1-month 0.67%, YTD 1.74%, 1-year 3.71%, 3-year 6.79%, 5-year 4.77%, 10-year 4.81%.

MXFEX returns outperform the peer average of 0.12% 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.