MXLDX Mutual Fund

NAV$12.41

Returns Overview

1 Month
+0.90%
3 Months
+8.95%
6 Months
+8.66%
YTD
+8.09%
1 Year
+16.10%
3 Years (annualized)
+11.27%
5 Years (annualized)
+5.34%
10 Years (annualized)
+7.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXLDX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Mid Cap 400 Total Return Index(^MIDTR:SP)
This Mutual Fund (YTD)
+8.09%
Peer Avg (YTD)
+5.87%
vs Peers
+2.23%

MXLDX Mutual Fund Performance

MXLDX performance across multiple time periods: 1-month 0.90%, YTD 8.09%, 1-year 16.10%, 3-year 11.27%, 5-year 5.34%, 10-year 7.29%.

MXLDX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

MXLDX performance comparison shows side-by-side returns with another fund. MXLDX alternatives are available in the Mutual Fund Screener.