MXISX Mutual Fund

MXISX Mutual Fund

NAV$14.91
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Returns Overview

1 Month
-1.94%
3 Months
+6.18%
6 Months
+14.75%
YTD
+21.15%
1 Year
+32.94%
3 Years (annualized)
+12.71%
5 Years (annualized)
+6.88%
10 Years (annualized)
+10.18%

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)
+21.15%
Peer Avg (YTD)
+15.31%
vs Peers
+5.84%

MXISX Mutual Fund Performance

MXISX performance across multiple time periods: 1-month -1.94%, YTD 21.15%, 1-year 32.94%, 3-year 12.71%, 5-year 6.88%, 10-year 10.18%.

MXISX returns outperform the peer average of 15.31% 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.