MXGSX Mutual Fund

NAV$12.99

Returns Overview

1 Month
+0.15%
3 Months
+15.94%
6 Months
+6.06%
YTD
+5.89%
1 Year
+13.61%
3 Years (annualized)
+18.06%
5 Years (annualized)
+9.44%
10 Years (annualized)
+16.48%

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
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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.89%
Peer Avg (YTD)
+8.97%
vs Peers
-3.08%

MXGSX Mutual Fund Performance

MXGSX performance across multiple time periods: 1-month 0.15%, YTD 5.89%, 1-year 13.61%, 3-year 18.06%, 5-year 9.44%, 10-year 16.48%.

MXGSX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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