MXHTX Mutual Fund

NAV$10.10

Returns Overview

1 Month
+2.05%
3 Months
+11.44%
6 Months
+4.85%
YTD
+4.08%
1 Year
+5.61%
3 Years (annualized)
+7.95%
5 Years (annualized)
+0.17%
10 Years (annualized)
+7.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXHTX 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
MSCI EAFE Growth Index(M1EA000G)
This Mutual Fund (YTD)
+4.08%
Peer Avg (YTD)
+8.97%
vs Peers
-4.89%

MXHTX Mutual Fund Performance

MXHTX performance across multiple time periods: 1-month 2.05%, YTD 4.08%, 1-year 5.61%, 3-year 7.95%, 5-year 0.17%, 10-year 7.36%.

MXHTX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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