MXIVX Mutual Fund

MXIVX Mutual Fund

NAV$18.20
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Returns Overview

1 Month
+3.51%
3 Months
+4.80%
6 Months
+6.13%
YTD
+10.51%
1 Year
+26.52%
3 Years (annualized)
+18.18%
5 Years (annualized)
+10.20%
10 Years (annualized)
+9.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXIVX 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
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📉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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+10.51%
Peer Avg (YTD)
+11.12%
vs Peers
-0.61%

MXIVX Mutual Fund Performance

MXIVX performance across multiple time periods: 1-month 3.51%, YTD 10.51%, 1-year 26.52%, 3-year 18.18%, 5-year 10.20%, 10-year 9.40%.

MXIVX returns trail the peer average of 11.12% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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