MXUGX Mutual Fund

MXUGX Mutual Fund

NAV$8.15
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Returns Overview

1 Month
+0.48%
3 Months
-0.12%
6 Months
-0.59%
YTD
+0.97%
1 Year
+3.08%
3 Years (annualized)
+6.44%
5 Years (annualized)
+1.91%
10 Years (annualized)
+3.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXUGX 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
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📉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
Bloomberg Barclays Multiverse Index(^LF93TRUU)
This Mutual Fund (YTD)
+0.97%
Peer Avg (YTD)
+2.15%
vs Peers
-1.19%

MXUGX Mutual Fund Performance

MXUGX performance across multiple time periods: 1-month 0.48%, YTD 0.97%, 1-year 3.08%, 3-year 6.44%, 5-year 1.91%, 10-year 3.53%.

MXUGX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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