MXLDX Mutual Fund

MXLDX Mutual Fund

NAV$11.78
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Returns Overview

1 Month
-1.06%
3 Months
+2.18%
6 Months
+5.01%
YTD
+6.95%
1 Year
+14.46%
3 Years (annualized)
+10.35%
5 Years (annualized)
+5.18%
10 Years (annualized)
+7.22%

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
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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 Mid Cap 400 Total Return Index(^MIDTR:SP)
This Mutual Fund (YTD)
+6.95%
Peer Avg (YTD)
+5.54%
vs Peers
+1.41%

MXLDX Mutual Fund Performance

MXLDX performance across multiple time periods: 1-month -1.06%, YTD 6.95%, 1-year 14.46%, 3-year 10.35%, 5-year 5.18%, 10-year 7.22%.

MXLDX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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