MXNZX Mutual Fund

MXNZX Mutual Fund

NAV$8.17
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Returns Overview

1 Month
-2.45%
3 Months
+3.47%
6 Months
+9.87%
YTD
+14.38%
1 Year
+20.59%
3 Years (annualized)
+12.73%
5 Years (annualized)
+8.26%
10 Years (annualized)
+10.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXNZX 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 Midcap 400 Index(MID)
This Mutual Fund (YTD)
+14.38%
Peer Avg (YTD)
+9.54%
vs Peers
+4.84%

MXNZX Mutual Fund Performance

MXNZX performance across multiple time periods: 1-month -2.45%, YTD 14.38%, 1-year 20.59%, 3-year 12.73%, 5-year 8.26%, 10-year 10.69%.

MXNZX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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