MXSFX Mutual Fund

MXSFX Mutual Fund

NAV$9.86
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+3.42%
3 Months
+12.28%
6 Months
+17.31%
YTD
+17.03%
1 Year
+22.19%
3 Years (annualized)
+12.00%
5 Years (annualized)
+4.92%
10 Years (annualized)
+4.89%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+17.03%
Peer Avg (YTD)
+11.24%
vs Peers
+5.79%

MXSFX Mutual Fund Performance

MXSFX performance across multiple time periods: 1-month 3.42%, YTD 17.03%, 1-year 22.19%, 3-year 12.00%, 5-year 4.92%, 10-year 4.89%.

MXSFX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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