MXHPX Mutual Fund

MXHPX Mutual Fund

NAV$10.22
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Returns Overview

1 Month
+0.67%
3 Months
+1.44%
6 Months
+2.83%
YTD
+6.14%
1 Year
+9.18%
3 Years (annualized)
+8.35%
5 Years (annualized)
+3.57%
10 Years (annualized)
+5.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXHPX 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
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+6.14%
Peer Avg (YTD)
+3.78%
vs Peers
+2.36%

MXHPX Mutual Fund Performance

MXHPX performance across multiple time periods: 1-month 0.67%, YTD 6.14%, 1-year 9.18%, 3-year 8.35%, 5-year 3.57%, 10-year 5.12%.

MXHPX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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