MXGNX Mutual Fund

NAV$13.47

Returns Overview

1 Month
+0.77%
3 Months
+12.96%
6 Months
+11.43%
YTD
+10.59%
1 Year
+20.89%
3 Years (annualized)
+16.67%
5 Years (annualized)
+8.74%

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
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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Morningstar Lifetime Moderate 2060 Index
This Mutual Fund (YTD)
+10.59%
Peer Avg (YTD)
+7.64%
vs Peers
+2.95%

MXGNX Mutual Fund Performance

MXGNX performance across multiple time periods: 1-month 0.77%, YTD 10.59%, 1-year 20.89%, 3-year 16.67%, 5-year 8.74%.

MXGNX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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