MXFNX Mutual Fund

MXFNX Mutual Fund

NAV$8.49
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Returns Overview

1 Month
+0.87%
3 Months
+1.52%
6 Months
+3.20%
YTD
+2.45%
1 Year
+3.63%
3 Years (annualized)
+5.20%
5 Years (annualized)
+4.56%
10 Years (annualized)
+4.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXFNX 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)
+2.45%
Peer Avg (YTD)
+2.15%
vs Peers
+0.30%

MXFNX Mutual Fund Performance

MXFNX performance across multiple time periods: 1-month 0.87%, YTD 2.45%, 1-year 3.63%, 3-year 5.20%, 5-year 4.56%, 10-year 4.08%.

MXFNX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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