MXLGX Mutual Fund

MXLGX Mutual Fund

NAV$10.92
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Returns Overview

1 Month
-4.08%
3 Months
+0.57%
6 Months
+2.12%
YTD
+1.44%
1 Year
+5.79%
3 Years (annualized)
+16.13%
5 Years (annualized)
+9.64%
10 Years (annualized)
+16.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXLGX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+1.44%
Peer Avg (YTD)
+6.23%
vs Peers
-4.80%

MXLGX Mutual Fund Performance

MXLGX performance across multiple time periods: 1-month -4.08%, YTD 1.44%, 1-year 5.79%, 3-year 16.13%, 5-year 9.64%, 10-year 16.27%.

MXLGX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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