MXQBX Mutual Fund

MXQBX Mutual Fund

NAV$6.18
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Returns Overview

1 Month
+1.11%
3 Months
+1.11%
6 Months
+3.76%
YTD
+6.72%
1 Year
+10.61%
3 Years (annualized)
+10.35%
5 Years (annualized)
+3.88%
10 Years (annualized)
+6.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXQBX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+6.72%
Peer Avg (YTD)
+8.76%
vs Peers
-2.04%

MXQBX Mutual Fund Performance

MXQBX performance across multiple time periods: 1-month 1.11%, YTD 6.72%, 1-year 10.61%, 3-year 10.35%, 5-year 3.88%, 10-year 6.37%.

MXQBX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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