MXLGX Mutual Fund

NAV$10.94

Returns Overview

1 Month
+0.09%
3 Months
+15.86%
6 Months
+5.85%
YTD
+5.75%
1 Year
+13.19%
3 Years (annualized)
+18.95%
5 Years (annualized)
+12.75%
10 Years (annualized)
+21.82%

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

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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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.75%
Peer Avg (YTD)
+8.97%
vs Peers
-3.22%

MXLGX Mutual Fund Performance

MXLGX performance across multiple time periods: 1-month 0.09%, YTD 5.75%, 1-year 13.19%, 3-year 18.95%, 5-year 12.75%, 10-year 21.82%.

MXLGX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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