MXTBX Mutual Fund

NAV$6.12

Returns Overview

1 Month
+0.67%
3 Months
+9.67%
6 Months
+8.48%
YTD
+7.90%
1 Year
+15.65%
3 Years (annualized)
+12.53%
5 Years (annualized)
+5.11%
10 Years (annualized)
+8.39%

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
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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.90%
Peer Avg (YTD)
+7.64%
vs Peers
+0.26%

MXTBX Mutual Fund Performance

MXTBX performance across multiple time periods: 1-month 0.67%, YTD 7.90%, 1-year 15.65%, 3-year 12.53%, 5-year 5.11%, 10-year 8.39%.

MXTBX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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