MXGUX Mutual Fund

MXGUX Mutual Fund

NAV$13.00
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Returns Overview

1 Month
+1.96%
3 Months
+2.43%
6 Months
+7.48%
YTD
+12.49%
1 Year
+19.34%
3 Years (annualized)
+15.69%
5 Years (annualized)
+7.60%

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
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
Morningstar Lifetime Moderate 2060 Index
This Mutual Fund (YTD)
+12.49%
Peer Avg (YTD)
+8.76%
vs Peers
+3.73%

MXGUX Mutual Fund Performance

MXGUX performance across multiple time periods: 1-month 1.96%, YTD 12.49%, 1-year 19.34%, 3-year 15.69%, 5-year 7.60%.

MXGUX returns outperform the peer average of 8.76% 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.