MXLGX Mutual Fund

MXLGX Mutual Fund

NAV$11.15
See how much of MXLGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.02%
3 Months
-1.09%
6 Months
+8.57%
YTD
+4.51%
1 Year
+8.89%
3 Years (annualized)
+17.21%
5 Years (annualized)
+10.78%
10 Years (annualized)
+20.95%

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

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.51%
Peer Avg (YTD)
+8.51%
vs Peers
-4.00%

MXLGX Mutual Fund Performance

MXLGX performance across multiple time periods: 1-month 3.02%, YTD 4.51%, 1-year 8.89%, 3-year 17.21%, 5-year 10.78%, 10-year 20.95%.

MXLGX returns trail the peer average of 8.51% 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.