MXHAX Mutual Fund

NAV$15.52

Returns Overview

1 Month
+1.79%
3 Months
+11.22%
6 Months
+12.15%
YTD
+11.14%
1 Year
+23.42%
3 Years (annualized)
+15.20%
5 Years (annualized)
+10.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXHAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+11.14%
Peer Avg (YTD)
+9.49%
vs Peers
+1.65%

MXHAX Mutual Fund Performance

MXHAX performance across multiple time periods: 1-month 1.79%, YTD 11.14%, 1-year 23.42%, 3-year 15.20%, 5-year 10.50%.

MXHAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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