MXRLX Mutual Fund

NAV$16.67

Returns Overview

1 Month
+0.67%
3 Months
+11.77%
6 Months
+10.19%
YTD
+9.46%
1 Year
+18.80%
3 Years (annualized)
+14.96%
5 Years (annualized)
+7.48%
10 Years (annualized)
+10.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXRLX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.46%
Peer Avg (YTD)
+7.64%
vs Peers
+1.82%

MXRLX Mutual Fund Performance

MXRLX performance across multiple time periods: 1-month 0.67%, YTD 9.46%, 1-year 18.80%, 3-year 14.96%, 5-year 7.48%, 10-year 10.08%.

MXRLX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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