MXIOX Mutual Fund

MXIOX Mutual Fund

NAV$8.91
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Returns Overview

1 Month
-0.22%
3 Months
-0.76%
YTD
+0.66%
1 Year
+2.63%
3 Years (annualized)
+4.45%
5 Years (annualized)
+1.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXIOX 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 1-10 Year US Treasury Inflation-Protected Securities (TIPS) Index(BBG1T10TIPS)
This Mutual Fund (YTD)
+0.66%
Peer Avg (YTD)
+0.12%
vs Peers
+0.54%

MXIOX Mutual Fund Performance

MXIOX performance across multiple time periods: 1-month -0.22%, YTD 0.66%, 1-year 2.63%, 3-year 4.45%, 5-year 1.51%.

MXIOX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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