MXMPX Mutual Fund

MXMPX Mutual Fund

NAV$7.18
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Returns Overview

3 Months
+2.77%
6 Months
+5.22%
YTD
+7.13%
1 Year
+13.48%
3 Years (annualized)
+9.84%
5 Years (annualized)
+5.17%
10 Years (annualized)
+6.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXMPX 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
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+7.13%
Peer Avg (YTD)
+5.54%
vs Peers
+1.59%

MXMPX Mutual Fund Performance

MXMPX performance across multiple time periods: YTD 7.13%, 1-year 13.48%, 3-year 9.84%, 5-year 5.17%, 10-year 6.72%.

MXMPX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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