MXGQX Mutual Fund

MXGQX Mutual Fund

NAV$13.55
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Returns Overview

1 Month
-0.38%
3 Months
+3.85%
6 Months
+7.47%
YTD
+10.16%
1 Year
+19.83%
3 Years (annualized)
+14.17%
5 Years (annualized)
+7.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXGQX 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
Morningstar Lifetime Moderate 2060 Index
This Mutual Fund (YTD)
+10.16%
Peer Avg (YTD)
+6.99%
vs Peers
+3.17%

MXGQX Mutual Fund Performance

MXGQX performance across multiple time periods: 1-month -0.38%, YTD 10.16%, 1-year 19.83%, 3-year 14.17%, 5-year 7.07%.

MXGQX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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