MXHPX Mutual Fund

NAV$10.57

Returns Overview

1 Month
+0.87%
3 Months
+6.07%
6 Months
+5.85%
YTD
+5.53%
1 Year
+10.72%
3 Years (annualized)
+8.21%
5 Years (annualized)
+3.75%
10 Years (annualized)
+5.30%

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
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
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+5.53%
Peer Avg (YTD)
+4.14%
vs Peers
+1.39%

MXHPX Mutual Fund Performance

MXHPX performance across multiple time periods: 1-month 0.87%, YTD 5.53%, 1-year 10.72%, 3-year 8.21%, 5-year 3.75%, 10-year 5.30%.

MXHPX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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