MXGSX Mutual Fund

MXGSX Mutual Fund

NAV$12.64
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Returns Overview

1 Month
+1.85%
3 Months
+0.67%
6 Months
+16.71%
YTD
+6.60%
1 Year
+6.82%
3 Years (annualized)
+16.37%
5 Years (annualized)
+7.90%
10 Years (annualized)
+15.85%

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
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📉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)
+6.60%
Peer Avg (YTD)
+8.68%
vs Peers
-2.08%

MXGSX Mutual Fund Performance

MXGSX performance across multiple time periods: 1-month 1.85%, YTD 6.60%, 1-year 6.82%, 3-year 16.37%, 5-year 7.90%, 10-year 15.85%.

MXGSX returns trail the peer average of 8.68% 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.