MXIVX Mutual Fund

MXIVX Mutual Fund

NAV$17.43
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Returns Overview

1 Month
+3.57%
3 Months
+6.33%
6 Months
+4.51%
YTD
+14.45%
1 Year
+25.19%
3 Years (annualized)
+20.79%
5 Years (annualized)
+10.75%
10 Years (annualized)
+9.79%

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)
+14.45%
Peer Avg (YTD)
+12.12%
vs Peers
+2.33%

MXIVX Mutual Fund Performance

MXIVX performance across multiple time periods: 1-month 3.57%, YTD 14.45%, 1-year 25.19%, 3-year 20.79%, 5-year 10.75%, 10-year 9.79%.

MXIVX returns outperform the peer average of 12.12% 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.