MXOAX Mutual Fund

NAV$11.05

Returns Overview

1 Month
-2.01%
3 Months
-2.87%
6 Months
+8.25%
YTD
+4.41%
1 Year
+25.67%
3 Years (annualized)
+0.86%
5 Years (annualized)
+7.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXOAX 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)
+4.41%
Peer Avg (YTD)
+13.47%
vs Peers
-9.07%

MXOAX Mutual Fund Performance

MXOAX performance across multiple time periods: 1-month -2.01%, YTD 4.41%, 1-year 25.67%, 3-year 0.86%, 5-year 7.87%.

MXOAX returns trail the peer average of 13.47% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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