MXISX Mutual Fund

MXISX Mutual Fund

NAV$14.77
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Returns Overview

1 Month
+3.07%
3 Months
-3.33%
6 Months
+2.64%
YTD
+17.11%
1 Year
+20.06%
3 Years (annualized)
+17.09%
5 Years (annualized)
+5.58%
10 Years (annualized)
+10.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXISX 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
S&P Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+17.11%
Peer Avg (YTD)
+14.00%
vs Peers
+3.11%

MXISX Mutual Fund Performance

MXISX performance across multiple time periods: 1-month 3.07%, YTD 17.11%, 1-year 20.06%, 3-year 17.09%, 5-year 5.58%, 10-year 10.11%.

MXISX returns outperform the peer average of 14.00% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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