MXIIX Mutual Fund

MXIIX Mutual Fund

NAV$10.11
See how much of MXIIX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.67%
3 Months
-0.82%
6 Months
-0.54%
YTD
-0.10%
1 Year
+2.75%
3 Years (annualized)
+5.17%
5 Years (annualized)
+1.98%
10 Years (annualized)
+3.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXIIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.10%
Peer Avg (YTD)
+0.12%
vs Peers
-0.22%

MXIIX Mutual Fund Performance

MXIIX performance across multiple time periods: 1-month -1.67%, YTD -0.10%, 1-year 2.75%, 3-year 5.17%, 5-year 1.98%, 10-year 3.23%.

MXIIX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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