MXSBX Mutual Fund

MXSBX Mutual Fund

NAV$15.38
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Returns Overview

1 Month
+0.86%
3 Months
+8.95%
6 Months
+8.80%
YTD
+8.18%
1 Year
+16.34%
3 Years (annualized)
+12.21%
5 Years (annualized)
+5.08%
10 Years (annualized)
+7.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXSBX 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
S&P Mid Cap 400 Total Return Index(^MIDTR:SP)
This Mutual Fund (YTD)
+8.18%
Peer Avg (YTD)
+5.87%
vs Peers
+2.31%

MXSBX Mutual Fund Performance

MXSBX performance across multiple time periods: 1-month 0.86%, YTD 8.18%, 1-year 16.34%, 3-year 12.21%, 5-year 5.08%, 10-year 7.27%.

MXSBX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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