MXGNX Mutual Fund

MXGNX Mutual Fund

NAV$13.43
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Returns Overview

1 Month
-0.38%
3 Months
+3.88%
6 Months
+7.55%
YTD
+10.17%
1 Year
+19.92%
3 Years (annualized)
+15.21%
5 Years (annualized)
+8.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXGNX 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
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📉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
Morningstar Lifetime Moderate 2060 Index
This Mutual Fund (YTD)
+10.17%
Peer Avg (YTD)
+6.99%
vs Peers
+3.18%

MXGNX Mutual Fund Performance

MXGNX performance across multiple time periods: 1-month -0.38%, YTD 10.17%, 1-year 19.92%, 3-year 15.21%, 5-year 8.64%.

MXGNX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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