MXLSX Mutual Fund

MXLSX Mutual Fund

NAV$48.26
See how much of MXLSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.08%
3 Months
+6.22%
6 Months
+14.08%
YTD
+20.66%
1 Year
+27.36%
3 Years (annualized)
+12.73%
5 Years (annualized)
+9.52%
10 Years (annualized)
+9.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXLSX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+20.66%
Peer Avg (YTD)
+15.31%
vs Peers
+5.35%

MXLSX Mutual Fund Performance

MXLSX performance across multiple time periods: 1-month -0.08%, YTD 20.66%, 1-year 27.36%, 3-year 12.73%, 5-year 9.52%, 10-year 9.76%.

MXLSX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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