MXFRX Mutual Fund

MXFRX Mutual Fund

NAV$10.89
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Returns Overview

1 Month
+0.91%
3 Months
-0.36%
6 Months
+3.45%
YTD
+4.91%
1 Year
+7.71%
3 Years (annualized)
+9.38%
5 Years (annualized)
+4.08%
10 Years (annualized)
+5.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXFRX 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
ICE BofA ML US High Yield Index
This Mutual Fund (YTD)
+4.91%
Peer Avg (YTD)
+2.15%
vs Peers
+2.76%

MXFRX Mutual Fund Performance

MXFRX performance across multiple time periods: 1-month 0.91%, YTD 4.91%, 1-year 7.71%, 3-year 9.38%, 5-year 4.08%, 10-year 5.53%.

MXFRX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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