MXHPX Mutual Fund

MXHPX Mutual Fund

NAV$10.61
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Returns Overview

1 Month
-0.10%
3 Months
+2.04%
6 Months
+3.97%
YTD
+5.43%
1 Year
+10.62%
3 Years (annualized)
+7.51%
5 Years (annualized)
+3.62%
10 Years (annualized)
+5.07%

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)
+5.43%
Peer Avg (YTD)
+3.39%
vs Peers
+2.04%

MXHPX Mutual Fund Performance

MXHPX performance across multiple time periods: 1-month -0.10%, YTD 5.43%, 1-year 10.62%, 3-year 7.51%, 5-year 3.62%, 10-year 5.07%.

MXHPX returns outperform the peer average of 3.39% 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.