MXGUX Mutual Fund

MXGUX Mutual Fund

NAV$13.58
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Returns Overview

1 Month
-0.38%
3 Months
+3.92%
6 Months
+7.72%
YTD
+10.32%
1 Year
+20.41%
3 Years (annualized)
+13.75%
5 Years (annualized)
+7.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXGUX 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
Morningstar Lifetime Moderate 2060 Index
This Mutual Fund (YTD)
+10.32%
Peer Avg (YTD)
+6.99%
vs Peers
+3.33%

MXGUX Mutual Fund Performance

MXGUX performance across multiple time periods: 1-month -0.38%, YTD 10.32%, 1-year 20.41%, 3-year 13.75%, 5-year 7.61%.

MXGUX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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