MXMSX Mutual Fund

NAV$13.15

Returns Overview

1 Month
+7.02%
3 Months
+24.29%
6 Months
+19.58%
YTD
+18.84%
1 Year
+31.42%
3 Years (annualized)
+14.13%
5 Years (annualized)
+4.55%
10 Years (annualized)
+13.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXMSX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+18.84%
Peer Avg (YTD)
+18.52%
vs Peers
+0.32%

MXMSX Mutual Fund Performance

MXMSX performance across multiple time periods: 1-month 7.02%, YTD 18.84%, 1-year 31.42%, 3-year 14.13%, 5-year 4.55%, 10-year 13.22%.

MXMSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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