MXMGX Mutual Fund

MXMGX Mutual Fund

NAV$39.74
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Returns Overview

1 Month
+1.82%
3 Months
+1.56%
6 Months
+1.12%
YTD
+3.31%
1 Year
+4.35%
3 Years (annualized)
+6.66%
5 Years (annualized)
+0.91%
10 Years (annualized)
+9.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXMGX 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
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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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+3.31%
Peer Avg (YTD)
+9.89%
vs Peers
-6.58%

MXMGX Mutual Fund Performance

MXMGX performance across multiple time periods: 1-month 1.82%, YTD 3.31%, 1-year 4.35%, 3-year 6.66%, 5-year 0.91%, 10-year 9.06%.

MXMGX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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