MXGTX Mutual Fund

NAV$14.42

Returns Overview

1 Month
+1.73%
3 Months
+12.69%
6 Months
+12.33%
YTD
+11.36%
1 Year
+21.79%
3 Years (annualized)
+17.50%
5 Years (annualized)
+10.38%
10 Years (annualized)
+12.10%

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
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
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+11.36%
Peer Avg (YTD)
+6.73%
vs Peers
+4.63%

MXGTX Mutual Fund Performance

MXGTX performance across multiple time periods: 1-month 1.73%, YTD 11.36%, 1-year 21.79%, 3-year 17.50%, 5-year 10.38%, 10-year 12.10%.

MXGTX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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