MXWEX Mutual Fund

MXWEX Mutual Fund

NAV$6.52
See how much of MXWEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.31%
3 Months
+3.58%
6 Months
+6.88%
YTD
+9.26%
1 Year
+17.91%
3 Years (annualized)
+13.86%
5 Years (annualized)
+7.74%
10 Years (annualized)
+10.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXWEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.26%
Peer Avg (YTD)
+6.99%
vs Peers
+2.27%

MXWEX Mutual Fund Performance

MXWEX performance across multiple time periods: 1-month -0.31%, YTD 9.26%, 1-year 17.91%, 3-year 13.86%, 5-year 7.74%, 10-year 10.14%.

MXWEX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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