MXMGX Mutual Fund

MXMGX Mutual Fund

NAV$39.53
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Returns Overview

1 Month
+2.14%
3 Months
+0.88%
6 Months
+1.85%
YTD
+2.35%
1 Year
+3.60%
3 Years (annualized)
+10.18%
5 Years (annualized)
+0.69%
10 Years (annualized)
+9.37%

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)
+2.35%
Peer Avg (YTD)
+10.76%
vs Peers
-8.41%

MXMGX Mutual Fund Performance

MXMGX performance across multiple time periods: 1-month 2.14%, YTD 2.35%, 1-year 3.60%, 3-year 10.18%, 5-year 0.69%, 10-year 9.37%.

MXMGX returns trail the peer average of 10.76% 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.