MXGTX Mutual Fund

MXGTX Mutual Fund

NAV$14.51
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Returns Overview

1 Month
+0.28%
3 Months
+4.73%
6 Months
+8.67%
YTD
+11.67%
1 Year
+21.83%
3 Years (annualized)
+16.12%
5 Years (annualized)
+9.20%
10 Years (annualized)
+11.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXGTX 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
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+11.67%
Peer Avg (YTD)
+6.57%
vs Peers
+5.10%

MXGTX Mutual Fund Performance

MXGTX performance across multiple time periods: 1-month 0.28%, YTD 11.67%, 1-year 21.83%, 3-year 16.12%, 5-year 9.20%, 10-year 11.68%.

MXGTX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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