MXGSX Mutual Fund

MXGSX Mutual Fund

NAV$12.39
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Returns Overview

1 Month
-4.02%
3 Months
+0.73%
6 Months
+2.30%
YTD
+1.64%
1 Year
+6.20%
3 Years (annualized)
+16.31%
5 Years (annualized)
+10.03%
10 Years (annualized)
+16.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXGSX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+1.64%
Peer Avg (YTD)
+6.23%
vs Peers
-4.60%

MXGSX Mutual Fund Performance

MXGSX performance across multiple time periods: 1-month -4.02%, YTD 1.64%, 1-year 6.20%, 3-year 16.31%, 5-year 10.03%, 10-year 16.68%.

MXGSX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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