MXGUX Mutual Fund

MXGUX Mutual Fund

NAV$12.95
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Returns Overview

1 Month
-0.15%
3 Months
-0.51%
6 Months
+3.40%
YTD
+9.77%
1 Year
+12.12%
3 Years (annualized)
+18.56%
5 Years (annualized)
+7.07%

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)
+9.77%
Peer Avg (YTD)
+6.70%
vs Peers
+3.07%

MXGUX Mutual Fund Performance

MXGUX performance across multiple time periods: 1-month -0.15%, YTD 9.77%, 1-year 12.12%, 3-year 18.56%, 5-year 7.07%.

MXGUX returns outperform the peer average of 6.70% 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.