MXFLX Mutual Fund

MXFLX Mutual Fund

NAV$15.77
See how much of MXFLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.38%
3 Months
+1.90%
6 Months
+3.88%
YTD
+5.21%
1 Year
+11.03%
3 Years (annualized)
+9.17%
5 Years (annualized)
+4.43%
10 Years (annualized)
+7.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXFLX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+5.21%
Peer Avg (YTD)
+6.99%
vs Peers
-1.78%

MXFLX Mutual Fund Performance

MXFLX performance across multiple time periods: 1-month -0.38%, YTD 5.21%, 1-year 11.03%, 3-year 9.17%, 5-year 4.43%, 10-year 7.11%.

MXFLX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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