MXMVX Mutual Fund

NAV$16.93

Returns Overview

1 Month
+2.29%
3 Months
+11.18%
6 Months
+14.50%
YTD
+13.13%
1 Year
+21.73%
3 Years (annualized)
+15.40%
5 Years (annualized)
+9.44%
10 Years (annualized)
+10.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXMVX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+13.13%
Peer Avg (YTD)
+10.82%
vs Peers
+2.32%

MXMVX Mutual Fund Performance

MXMVX performance across multiple time periods: 1-month 2.29%, YTD 13.13%, 1-year 21.73%, 3-year 15.40%, 5-year 9.44%, 10-year 10.23%.

MXMVX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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