MXVIX Mutual Fund

MXVIX Mutual Fund

NAV$49.46
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Returns Overview

1 Month
-0.40%
3 Months
+2.16%
6 Months
+17.55%
YTD
+12.11%
1 Year
+15.17%
3 Years (annualized)
+18.70%
5 Years (annualized)
+11.21%
10 Years (annualized)
+13.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXVIX 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 500 Index(SPX)
This Mutual Fund (YTD)
+12.11%
Peer Avg (YTD)
+9.98%
vs Peers
+2.12%

MXVIX Mutual Fund Performance

MXVIX performance across multiple time periods: 1-month -0.40%, YTD 12.11%, 1-year 15.17%, 3-year 18.70%, 5-year 11.21%, 10-year 13.97%.

MXVIX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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