MXFMX Mutual Fund

MXFMX Mutual Fund

NAV$8.50
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Returns Overview

1 Month
+0.86%
3 Months
+1.49%
6 Months
+3.16%
YTD
+2.28%
1 Year
+3.55%
3 Years (annualized)
+5.10%
5 Years (annualized)
+4.17%
10 Years (annualized)
+4.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXFMX 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)
+2.28%
Peer Avg (YTD)
+2.15%
vs Peers
+0.13%

MXFMX Mutual Fund Performance

MXFMX performance across multiple time periods: 1-month 0.86%, YTD 2.28%, 1-year 3.55%, 3-year 5.10%, 5-year 4.17%, 10-year 4.18%.

MXFMX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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