MXGPX Mutual Fund

MXGPX Mutual Fund

NAV$12.68
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Returns Overview

3 Months
+2.68%
6 Months
+5.09%
YTD
+6.99%
1 Year
+13.39%
3 Years (annualized)
+9.90%
5 Years (annualized)
+5.34%
10 Years (annualized)
+7.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXGPX 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
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+6.99%
Peer Avg (YTD)
+5.54%
vs Peers
+1.45%

MXGPX Mutual Fund Performance

MXGPX performance across multiple time periods: YTD 6.99%, 1-year 13.39%, 3-year 9.90%, 5-year 5.34%, 10-year 7.07%.

MXGPX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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