MXLLX Mutual Fund

NAV$16.38

Returns Overview

1 Month
+0.50%
3 Months
+9.53%
6 Months
+8.13%
YTD
+7.55%
1 Year
+15.44%
3 Years (annualized)
+11.94%
5 Years (annualized)
+3.83%
10 Years (annualized)
+7.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXLLX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.55%
Peer Avg (YTD)
+7.64%
vs Peers
-0.09%

MXLLX Mutual Fund Performance

MXLLX performance across multiple time periods: 1-month 0.50%, YTD 7.55%, 1-year 15.44%, 3-year 11.94%, 5-year 3.83%, 10-year 7.59%.

MXLLX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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