MXSHX Mutual Fund

NAV$15.65

Returns Overview

1 Month
+0.91%
3 Months
+8.95%
6 Months
+8.72%
YTD
+8.12%
1 Year
+16.26%
3 Years (annualized)
+11.48%
5 Years (annualized)
+5.55%
10 Years (annualized)
+7.45%

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
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
S&P Mid Cap 400 Total Return Index(^MIDTR:SP)
This Mutual Fund (YTD)
+8.12%
Peer Avg (YTD)
+5.87%
vs Peers
+2.25%

MXSHX Mutual Fund Performance

MXSHX performance across multiple time periods: 1-month 0.91%, YTD 8.12%, 1-year 16.26%, 3-year 11.48%, 5-year 5.55%, 10-year 7.45%.

MXSHX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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