MXSHX Mutual Fund

MXSHX Mutual Fund

NAV$15.69
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Returns Overview

1 Month
-0.96%
3 Months
+2.25%
6 Months
+5.11%
YTD
+7.08%
1 Year
+14.73%
3 Years (annualized)
+10.32%
5 Years (annualized)
+5.25%
10 Years (annualized)
+7.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXSHX 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)
+7.08%
Peer Avg (YTD)
+5.54%
vs Peers
+1.54%

MXSHX Mutual Fund Performance

MXSHX performance across multiple time periods: 1-month -0.96%, YTD 7.08%, 1-year 14.73%, 3-year 10.32%, 5-year 5.25%, 10-year 7.07%.

MXSHX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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