MXMSX Mutual Fund

MXMSX Mutual Fund

NAV$12.33
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Returns Overview

1 Month
-7.23%
3 Months
+4.14%
6 Months
+9.30%
YTD
+10.25%
1 Year
+20.25%
3 Years (annualized)
+9.96%
5 Years (annualized)
+3.60%
10 Years (annualized)
+11.22%

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
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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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+10.25%
Peer Avg (YTD)
+15.31%
vs Peers
-5.06%

MXMSX Mutual Fund Performance

MXMSX performance across multiple time periods: 1-month -7.23%, YTD 10.25%, 1-year 20.25%, 3-year 9.96%, 5-year 3.60%, 10-year 11.22%.

MXMSX returns trail the peer average of 15.31% 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.