MXLZX Mutual Fund

MXLZX Mutual Fund

NAV$14.33
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Returns Overview

1 Month
+0.84%
3 Months
+0.69%
6 Months
+2.62%
YTD
+5.38%
1 Year
+8.07%
3 Years (annualized)
+9.90%
5 Years (annualized)
+4.63%
10 Years (annualized)
+6.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXLZX 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
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📉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
Morningstar Lifetime Moderate 2015 Index
This Mutual Fund (YTD)
+5.38%
Peer Avg (YTD)
+8.76%
vs Peers
-3.38%

MXLZX Mutual Fund Performance

MXLZX performance across multiple time periods: 1-month 0.84%, YTD 5.38%, 1-year 8.07%, 3-year 9.90%, 5-year 4.63%, 10-year 6.13%.

MXLZX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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