MXPBX Mutual Fund

MXPBX Mutual Fund

NAV$14.29
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Returns Overview

1 Month
-0.49%
3 Months
-2.24%
6 Months
+2.40%
YTD
+8.48%
1 Year
+13.36%
3 Years (annualized)
+18.41%
5 Years (annualized)
+7.97%
10 Years (annualized)
+8.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXPBX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.48%
Peer Avg (YTD)
+8.05%
vs Peers
+0.43%

MXPBX Mutual Fund Performance

MXPBX performance across multiple time periods: 1-month -0.49%, YTD 8.48%, 1-year 13.36%, 3-year 18.41%, 5-year 7.97%, 10-year 8.82%.

MXPBX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

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