MXNSX Mutual Fund

MXNSX Mutual Fund

NAV$23.11
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Returns Overview

1 Month
+3.03%
3 Months
-3.79%
6 Months
+2.09%
YTD
+15.24%
1 Year
+19.28%
3 Years (annualized)
+16.79%
5 Years (annualized)
+4.40%
10 Years (annualized)
+9.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXNSX 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
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📉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
S&P Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+15.24%
Peer Avg (YTD)
+12.21%
vs Peers
+3.03%

MXNSX Mutual Fund Performance

MXNSX performance across multiple time periods: 1-month 3.03%, YTD 15.24%, 1-year 19.28%, 3-year 16.79%, 5-year 4.40%, 10-year 9.35%.

MXNSX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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