MXGQX Mutual Fund

NAV$13.49

Returns Overview

1 Month
+0.76%
3 Months
+12.93%
6 Months
+11.32%
YTD
+10.57%
1 Year
+20.69%
3 Years (annualized)
+14.52%
5 Years (annualized)
+7.19%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar Lifetime Moderate 2060 Index
This Mutual Fund (YTD)
+10.57%
Peer Avg (YTD)
+7.64%
vs Peers
+2.93%

MXGQX Mutual Fund Performance

MXGQX performance across multiple time periods: 1-month 0.76%, YTD 10.57%, 1-year 20.69%, 3-year 14.52%, 5-year 7.19%.

MXGQX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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