MXSFX Mutual Fund

MXSFX Mutual Fund

NAV$9.18
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Returns Overview

1 Month
-2.92%
3 Months
+2.88%
6 Months
+5.36%
YTD
+16.43%
1 Year
+17.13%
3 Years (annualized)
+12.01%
5 Years (annualized)
+3.40%
10 Years (annualized)
+4.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXSFX 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
Dow Jones US Select REIT Index(DWUSRTF)
This Mutual Fund (YTD)
+16.43%
Peer Avg (YTD)
+9.10%
vs Peers
+7.33%

MXSFX Mutual Fund Performance

MXSFX performance across multiple time periods: 1-month -2.92%, YTD 16.43%, 1-year 17.13%, 3-year 12.01%, 5-year 3.40%, 10-year 4.76%.

MXSFX returns outperform the peer average of 9.10% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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