MXITX Mutual Fund

MXITX Mutual Fund

NAV$12.00
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Returns Overview

1 Month
+1.27%
3 Months
-1.97%
6 Months
+0.85%
YTD
+5.30%
1 Year
+7.50%
3 Years (annualized)
+12.67%
5 Years (annualized)
+4.42%
10 Years (annualized)
+6.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXITX 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
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+5.30%
Peer Avg (YTD)
+5.30%
vs Peers
-0.01%

MXITX Mutual Fund Performance

MXITX performance across multiple time periods: 1-month 1.27%, YTD 5.30%, 1-year 7.50%, 3-year 12.67%, 5-year 4.42%, 10-year 6.71%.

MXITX returns trail the peer average of 5.30% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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