MXXIX Mutual Fund

MXXIX Mutual Fund

NAV$60.38
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Returns Overview

1 Month
-2.46%
3 Months
-6.54%
6 Months
-3.41%
YTD
+7.13%
1 Year
+8.86%
3 Years (annualized)
+29.29%
5 Years (annualized)
+8.19%
10 Years (annualized)
+15.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXXIX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+7.13%
Peer Avg (YTD)
+8.01%
vs Peers
-0.88%

MXXIX Mutual Fund Performance

MXXIX performance across multiple time periods: 1-month -2.46%, YTD 7.13%, 1-year 8.86%, 3-year 29.29%, 5-year 8.19%, 10-year 15.38%.

MXXIX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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