MXMCX Mutual Fund

NAV$9.24

Returns Overview

1 Month
-3.49%
3 Months
-4.29%
6 Months
+6.43%
YTD
+2.60%
1 Year
+23.30%
3 Years (annualized)
+2.99%
5 Years (annualized)
+8.76%
10 Years (annualized)
+4.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXMCX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+2.60%
Peer Avg (YTD)
+13.47%
vs Peers
-10.87%

MXMCX Mutual Fund Performance

MXMCX performance across multiple time periods: 1-month -3.49%, YTD 2.60%, 1-year 23.30%, 3-year 2.99%, 5-year 8.76%, 10-year 4.84%.

MXMCX returns trail the peer average of 13.47% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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