MXWEX Mutual Fund

NAV$6.54

Returns Overview

1 Month
+0.63%
3 Months
+11.91%
6 Months
+10.36%
YTD
+9.61%
1 Year
+18.87%
3 Years (annualized)
+12.63%
5 Years (annualized)
+6.18%
10 Years (annualized)
+9.47%

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

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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)
+9.61%
Peer Avg (YTD)
+7.64%
vs Peers
+1.97%

MXWEX Mutual Fund Performance

MXWEX performance across multiple time periods: 1-month 0.63%, YTD 9.61%, 1-year 18.87%, 3-year 12.63%, 5-year 6.18%, 10-year 9.47%.

MXWEX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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