MXTBX Mutual Fund

MXTBX Mutual Fund

NAV$6.10
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Returns Overview

1 Month
-0.33%
3 Months
+2.92%
6 Months
+5.64%
YTD
+7.54%
1 Year
+14.87%
3 Years (annualized)
+11.42%
5 Years (annualized)
+6.35%
10 Years (annualized)
+7.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXTBX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.54%
Peer Avg (YTD)
+6.99%
vs Peers
+0.55%

MXTBX Mutual Fund Performance

MXTBX performance across multiple time periods: 1-month -0.33%, YTD 7.54%, 1-year 14.87%, 3-year 11.42%, 5-year 6.35%, 10-year 7.96%.

MXTBX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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