MXLZX Mutual Fund

NAV$14.51

Returns Overview

1 Month
+0.21%
3 Months
+5.72%
6 Months
+4.87%
YTD
+4.57%
1 Year
+9.67%
3 Years (annualized)
+9.78%
5 Years (annualized)
+4.90%
10 Years (annualized)
+6.34%

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
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
Morningstar Lifetime Moderate 2015 Index
This Mutual Fund (YTD)
+4.57%
Peer Avg (YTD)
+7.64%
vs Peers
-3.07%

MXLZX Mutual Fund Performance

MXLZX performance across multiple time periods: 1-month 0.21%, YTD 4.57%, 1-year 9.67%, 3-year 9.78%, 5-year 4.90%, 10-year 6.34%.

MXLZX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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