MXMSX Mutual Fund

MXMSX Mutual Fund

NAV$11.53
See how much of MXMSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.08%
3 Months
-5.76%
6 Months
-1.86%
YTD
+3.91%
1 Year
+5.44%
3 Years (annualized)
+14.86%
5 Years (annualized)
+1.47%
10 Years (annualized)
+11.29%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+3.91%
Peer Avg (YTD)
+12.21%
vs Peers
-8.30%

MXMSX Mutual Fund Performance

MXMSX performance across multiple time periods: 1-month -0.08%, YTD 3.91%, 1-year 5.44%, 3-year 14.86%, 5-year 1.47%, 10-year 11.29%.

MXMSX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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